RPG Wealth Management and Financial Planning
Personal Touch. Professional Outlook.
Our People
Phillip Rees Owen FIFP, FPFS, CFP, Chartered Financial Planner
Founding Partner and Managing Director
powen@rpgwealthmanagement.co.uk
Phill started his career at Midland Bank Plc in 1986. He later progressed to their Private Banking Team providing customers with independent advice, in relation to investments and tax planning.
In 1995 Phill, with a local firm of accountants, founded "The Elwy Partnership" a fee based financial planning business specialising in providing advice to high net worth individuals including local and national company directors, retirees and to Trustees of large Pension Funds.
This business merged with Royce Peeling Green, Chartered Accountants, in 1999 to become RPG Consulting with a view of providing a Private Client Service not only in North Wales but also in Manchester and London. At that time Phill became the youngest Certified Financial Planner in the country.
In addition to advising high net worth individuals, Phill also acts for ex-pat clients in Spain, France and Switzerland coordinating the investment and tax advice within each jurisdiction whilst continuing to develop the private client practice in providing a comprehensive wealth management service.
Phill is only one of handful of individuals in the UK with both the Certified and Chartered Financial Planning status and was previously an examiner for the Personal Finance Society.
Phill was born in Pwllheli and lives in Old Colwyn. He is married to Anita and has two children. His hobbies are golf and squash and he is a junior hockey coach. He also enjoys reading history and cooking.
His ambitions for the business are to provide a wealth management proposition which has a reputation for being trustworthy, knowledgeable and professional and to be seen as the preferred solution for high net worth individuals.
David McKendrick AIFP, DipPFS and CFP
Director
dmckendrick@rpgwealthmanagement.co.uk
David started his career in financial planning in 1995, working alongside Phill at The Elwy Partnership for four years.
He then moved to work for Norwich Union in a sales and technical role to experience other IFA practices.
In March 2005, he joined Phill at RPG Consulting.
David is AFPC qualified, an Associate of the Institute of Financial Planning and a Certified Financial Planner.
He is married with 2 children. In his spare time, David is a keen golfer, and was captain of St. Melyd Golf Club in 2003.