Owen Broad

Background

About Owen Broad

My goal is simple: to help you achieve your financial ambitions so you can live life on your terms — with clarity, confidence, and freedom. Whether you're aiming for: • Financial independence • A comfortable retirement • A lasting legacy for your family • Or the freedom to embrace life’s opportunities I’ll work alongside you to build a personalised plan that supports your vision. Combining advanced cashflow modelling, whole-of-market advice, and chartered-level expertise, we offer truly independent guidance tailored to your needs. Our services include: • Holistic Financial Planning • Cashflow Modelling • Investment & Retirement Planning • Personal & Business Protection • Inheritance Tax & Estate Planning • Business Owner Financial Strategies I bring a background in education, coaching, and financial analysis — helping clients not only build better plans, but understand them. By making complex ideas simple, I empower you to make informed, confident decisions about your financial future. I work through Jamieson Christie Wealth Management, a Chartered Financial Planning firm recognised by the CII and ranked in the FT Adviser Top 100 Financial Advisers 2024. Let’s connect if you want expert, independent advice with a personal touch.