Owen Murfitt PFS

Associate Partner of Stirling House Partnership

Qualifications

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

Experience

• Owen has 35 years of experience in financial services.
• Has had one client for more than 25 years.
• Often helps entire families across multiple generations.
• He offers a wide range of investment 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.

Achievements

• Enabled a client to save £1.6m by designing an investment solution which required input from financial advisors, tax professionals and probate practitioners.
• Helped a lottery winner retire early so he could devote more time to his charitable activities.

Personal

• 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.