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Personal Finance Society
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Adam Owen Biography

Adam Owen DipPFS, Certs CII (MP & ER)

Adam’s career in financial services is in its third decade and during this time he has held advisory roles within direct sales and the IFA sector and provided technical support to both DA firms and Networks. He was a founding director of support provider EQI Consultancy and more recently has held a variety of senior compliance and supervision positions.

As the Chair of three trailblazer apprenticeship development projects he has a keen interest in developing careers within the financial services sector and encouraging new entrants to the profession.

Currently, he has a portfolio of positions including executive and non-executive roles focusing on developing careers in the profession.

A CII, PFS and NSAFS accredited trainer, Adam designs and delivers live and internet-based revision courses for financial services professionals as well as specialising in soft skills training delivery.

In his spare time, Adam is the plays guitar in a Manchester based covers band and enjoys racing a vintage yacht.