Marvin Owens — Independent Financial Adviser in Sheffield
About Marvin Owens
Marvin Owens is a Wealth Management Consultant at Mattioli Woods, helping clients make informed decisions about their pensions, retirement and the wealth they want to pass on to future generations. Marvin’s approach to wealth planning is shaped by a simple belief: money represents years of hard work, sacrifice and important life choices. Growing up in Tenby, South West Wales, he started earning from the age of ten, learning early the value of money and what it takes to build financial security. With more than 30 years’ experience, Marvin has developed particular expertise in pension and Inheritance Tax planning. He helps clients navigate the complexities of modern retirement, particularly the shift from final salary to defined contribution pensions, using cash-flow modelling and careful planning to understand what is realistically achievable. For Marvin, the most rewarding part of his role is helping clients realise they may have more options than they thought. He believes retirement should be about having the financial freedom to live life on your own terms, rather than simply getting by. His approach is personal and straightforward, with a strong emphasis on listening, trust and understanding what matters to each client. Many of Marvin’s clients come through personal recommendations, and he has built relationships that span generations, advising grandparents, their children and now their grandchildren. He also enjoys helping families plan how wealth can be passed on in a way that reflects their wishes and benefits future generations. Outside work, Marvin is married with three grown-up children. He enjoys holidays, spending time with family and friends, and following rugby, with his Welsh roots never far away.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
- Estate Planning
Regulation
Marvin Owens is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Marvin Owens an FCA-regulated financial advisor?
Yes. Marvin Owens is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Marvin Owens offer?
Marvin Owens offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Marvin Owens?
Fees vary depending on the service, the complexity of your situation and the assets involved. Marvin Owens will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Marvin Owens is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Marvin Owens?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Marvin Owens directly through the contact form.
Does Marvin Owens work with clients outside Sheffield?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Marvin Owens is based in Sheffield but you can confirm preferred meeting locations and video options when you book your initial call.