Adam Owen work email
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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.
The Worry Wizard Limited
View- Website:
- TheWorryWizard.com
- Employees:
- 4
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Non Executive DirectorThe Worry Wizard LimitedLiverpool, Gb
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DirectorNextgen Planners Jun 2017 - PresentManchester, Gb -
Chief Membership OfficerConsumer Duty Alliance Aug 2024 - PresentNationwide , Gb -
Advisory Board MemberCoventry University Mar 2024 - PresentCoventry, West Midlands, Gb -
Non Executive DirectorPlan Works Nov 2020 - PresentReigate, Gb -
Non Executive DirectorInstitute For Financial Wellbeing Feb 2023 - Jun 2024Bristol, Gb -
West Midlands And North West England Communications And Social Media LeadChartered Management Institute Jan 2021 - Nov 2022Corby, Gb -
Non Executive DirectorThe Personal Finance Society Sep 2016 - Mar 2021City Of London, England, Gb -
Independent Member Of The Investment CommitteeSense Network Ltd Jan 2017 - Jul 2019Knutsford, Cheshire, Gb -
Head Of Learning And Development, Cii Accredited Trainer & Nsafs Accredited TrainerSense Network Ltd May 2015 - Dec 2016Knutsford, Cheshire, GbHead 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 Adviser Study Support for CII qualifications.Events Management: Responsible for designing and delivering an award winning annual programme of events covering all retail product areas, professional development, strategic and managerial practices and soft skills.Money Marketing Awards Best Professional Development Programme.CII Accredited Trainer who has been required to have demonstrated a high standard of technical knowledge, training ability and industry experience. Each CII accredited trainer has been successful in a rigorous, independent review, benchmarked against the CII Trainer Accreditation standards, which include the following:• Relevant subject and sector knowledge• Training design and delivery skills• Course planning and organisational skills • Professionalism
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Director (Sense Support Ltd)Sense Network Ltd Dec 2011 - Dec 2016Knutsford, Cheshire, GbDirector 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.
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Head Of Operational Compliance And Cii Accredited Trainer (Sense Network Ltd)Sense Network Ltd Oct 2013 - May 2015Knutsford, Cheshire, GbHead 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
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Head Of Training And Development (Sense Network Ltd)Sense Network Ltd Aug 2011 - Oct 2013Knutsford, Cheshire, GbHead 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.
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L&D Programme Accreditation AuditorNational Skills Academy For Financial Services Mar 2017 - Apr 2019
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Managing DirectorEqi Group Ltd Oct 2004 - Jul 2011Creator of corporate strategy, vision and mission. Delivered year on year growth consistently over seven years.
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DirectorEqi Consultancy Ltd Oct 2004 - Jul 2011Director 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.
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Owner/Independent Financial AdviserEquipoise Financial Services Nov 1999 - Jan 2004Independent Financial Adviser Practitioner specialising in Mortgages, Equity Release and Wealth Preservation.
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Independent Financial Adviser/Practice ManagerNewton & Associates Apr 1998 - Nov 1999Independent Financial Adviser and Practice Manager
Adam Owen Education Details
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Chartered Management InstituteStrategic Management And Leadership -
Chartered Insurance Institute
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European Financial Planning Association
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Pensions Management Institute
Frequently Asked Questions about Adam Owen
What company does Adam Owen work for?
Adam Owen works for The Worry Wizard Limited
What is Adam Owen's role at the current company?
Adam Owen's current role is Non Executive Director.
What is Adam Owen's email address?
Adam Owen's email address is ad****@****s.co.uk
What schools did Adam Owen attend?
Adam Owen attended Chartered Management Institute, Chartered Insurance Institute, European Financial Planning Association, Pensions Management Institute.
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