Summary of services

  • We provide full compliance and training & competence support
  • Our fee structure is simple and can be tailored to suit your needs. Our charges cover all FCA fees, compliance, T&C costs and there are no hidden fees
  • Our members enjoy enhanced commissions rates and we hold members' meetings throughout the year
  • We do not restrict you to a panel of providers
  • We do not expect our members to carry out a large part of the compliance effort by supervising advisers if they have more than two registered individuals
  • We offer bespoke services for directly authorised firms
 
We are a focused yet flexible network proposition that values the human approach rather than simply relying on automated reporting systems or inexperienced call centre staff to handle your day to day queries.
 
Owen & Associates can offer a very competitive pricing structure that can be tailored to match your firm's business model and needs. We pride ourselves on offering a comprehensive yet straightforward approach to regulation and this helps us keep our costs down. Firms joining us from other networks tell us that they prefer this approach.
 
As a member you will receive a first class support service and more importantly have the expertise and experience to guide you through the regulatory maze. Established over two decades ago, Owen & Associates has evolved with a primary focus: helping advisers to you grow their business in a complex regulatory environment, we offer access to genuine expertise to help you to get things right. Our business is based around delivering the highest levels of intermediary support possible while allowing you to concentrate on writing business.
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Owen and Associates are authorised and regulated by the Financial Conduct Authority our FCA number is 146808