Owen Murfitt PFS

Independent Financial Advisor


  • Personal Financial Specialist
  • Diploma in Financial Planning
  • Member of:
    • Chartered Insurance Institute
    • Personal Finance Society


  • Owen has 35 years of experience in financial service.
  • Manages investments of £300k – £30m for over 100 clients.
  • Provides tailored bespoke investment advice that also takes into client: investment, tax, probate and accountancy requirements.
  • Has had one client for more than 25 years.
  • Often helps entire families across multiple generations.
  • He offers a wide range of investment, commercial lending, personal lending and protection advice.
  • Owen regularly partners with the personal tax team to mitigate inheritance tax. He also secures funding for our commercial clients through a variety of commercial lending products.


  • Enabled a client to save £1.6m by creating a scheme using Johnsons’ IFA, accountancy, partnership agreement and AIM property relief services.
  • Helped a lottery winner retire early so he could devote more time to his charitable activities.


  • Owen volunteers for fundraising events for Cancer Research and Leukaemia Research. He enjoys travel and has travelled to 36 countries, as well as experiencing new cuisines with his family.
  • He is currently studying for his Chartered Financial Planning exams.