AeroLeads people directory · profile
Adam Owen Email & Phone Number
Non Executive Director
at
THE WORRY WIZARD LIMITED
1 work email found
@nextgenplanners.co.uk
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Non Executive Director
Location
Greater Liverpool Area, United Kingdom, United Kingdom
Company size
Who is Adam Owen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Owen is listed as Non Executive Director at THE WORRY WIZARD LIMITED, a company with 4 employees, based in Greater Liverpool Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at nextgenplanners.co.uk and a matched LinkedIn profile for Adam Owen.
Adam Owen previously worked as Director at Nextgen Planners and Chief Membership Officer at Consumer Duty Alliance. Adam Owen holds Strategic Management And Leadership from Chartered Management Institute.
Company email context
Email format at THE WORRY WIZARD LIMITED
This section adds company-level context without repeating Adam Owen's masked contact details.
{first}.{last}@nextgenplanners.co.uk
86% confidence
AeroLeads found 1 current-domain work email signal for Adam Owen. Compare company email patterns before reaching out.
Profile bio
About Adam Owen
Creator and producer of training programmes and content for financial planners worldwide including the International Speaker and Influencer Programme, Video Creation Masterclass, 30 Day Video Challenge, Write a Book in a Day Challenge, 24 Hour Global Commute, The Morning Commute, The Financial Planning Late Show and more.Strategic Management Consultant specialising in successful succession planning for financial planning firms.Designer of community experiences, working globally to create communities where collaboration is at the heart of the success of the community and the businesses that it serves.Regular columnist for New Model Adviser Magazine and Money Marketing Magazine.
Current workplace
Adam Owen's current company
Company context helps verify the profile and gives searchers a useful next step.
The Worry Wizard Limited
18 roles
Adam Owen work experience
A career timeline built from the work history available for this profile.
Director
Current
Jun 2017 - Present
Chief Membership Officer
Current
Aug 2024 - Present
Advisory Board Member
Current
Mar 2024 - Present
Non Executive Director
Current
Nov 2020 - Present
Non Executive Director
Feb 2023 - Jun 2024
West Midlands And North West England Communications And Social Media Lead
Jan 2021 - Nov 2022
Non Executive Director
Sep 2016 - Mar 2021
Independent Member Of The Investment Committee
Jan 2017 - Jul 2019
Head Of Learning And Development, Cii Accredited Trainer & Nsafs Accredited Trainer
- Head of Learning and Development responsible for managing and developing a talented team of T&C Supervisors, delivering high quality Professional Development Programmes, Adviser Training and Competence Supervision, and.
- Relevant subject and sector knowledge
- Training design and delivery skills
- Course planning and organisational skills
- Professionalism
May 2015 - Dec 2016
Director (Sense Support Ltd)
Director and Compliance Consultant providing operational compliance support to directly authorised IFA firms. Services include Regulatory Audit, File Quality Checking, T&C audit and delivery, Adviser Training, Supervisor Coaching, CII qualifications study support and technical training.
Dec 2011 - Dec 2016
Head Of Operational Compliance And Cii Accredited Trainer (Sense Network Ltd)
Head of Operational Compliance responsible for Training and Competency Supervision and New Business File Quality Review.Project lead in transition of case review function from outsourced to in house facility.CII Accredited Trainer
Oct 2013 - May 2015
Head Of Training And Development (Sense Network Ltd)
Head of Training and Development and Compliance Auditor responsible for all Training and Competency supervision and development including the design and launch of the Sense Professional Development Programme delivering nationwide IFA training events across all retail product areas. Also responsible for AR Firm audit and supervision.
Aug 2011 - Oct 2013
L&D Programme Accreditation Auditor
National Skills Academy For Financial Services
Mar 2017 - Apr 2019
Managing Director
Eqi Group Ltd
Creator of corporate strategy, vision and mission. Delivered year on year growth consistently over seven years.
Oct 2004 - Jul 2011
Director
Eqi Consultancy Ltd
Director and Compliance Consultant providing operational and strategic support to Financial Services Companies authorised and regulated by the Financial Service Authority. Specialist in S166 skilled person reports and Regulatory Due Diligence.
Oct 2004 - Jul 2011
Owner/Independent Financial Adviser
Equipoise Financial Services
Independent Financial Adviser Practitioner specialising in Mortgages, Equity Release and Wealth Preservation.
Nov 1999 - Jan 2004
Independent Financial Adviser/Practice Manager
Newton & Associates
Independent Financial Adviser and Practice Manager
Apr 1998 - Nov 1999
4 education records
Adam Owen education
Strategic Management And Leadership
Chartered Management Institute
Education record
Chartered Insurance Institute
Education record
European Financial Planning Association
Education record
Pensions Management Institute
FAQ
Frequently asked questions about Adam Owen
Quick answers generated from the profile data available on this page.
What company does Adam Owen work for?
Adam Owen works for THE WORRY WIZARD LIMITED.
What is Adam Owen's role at THE WORRY WIZARD LIMITED?
Adam Owen is listed as Non Executive Director at THE WORRY WIZARD LIMITED.
What is Adam Owen's email address?
AeroLeads has found 1 work email signal at @nextgenplanners.co.uk for Adam Owen at THE WORRY WIZARD LIMITED.
Where is Adam Owen based?
Adam Owen is based in Greater Liverpool Area, United Kingdom, United Kingdom while working with THE WORRY WIZARD LIMITED.
What companies has Adam Owen worked for?
Adam Owen has worked for The Worry Wizard Limited, Nextgen Planners, Consumer Duty Alliance, Coventry University, and Plan Works.
How can I contact Adam Owen?
You can use AeroLeads to view verified contact signals for Adam Owen at THE WORRY WIZARD LIMITED, including work email, phone, and LinkedIn data when available.
What schools did Adam Owen attend?
Adam Owen holds Strategic Management And Leadership from Chartered Management Institute.
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