Owe n Sekree

Founding Partner and Chartered Financial Planner

023 8022 2410


Owen founded the business in 1992, having already had a successful career in business and with financial management responsibilities in various companies.

Owen deals with high net worth clients, often with complex tax and planning needs. Owen is moving away from the business slightly, but continues to maintain a close contact with a small number of clients. Those clients that Owen works with are long standing and he now helps multiple generations of the same family.


Away from the office, Owen is incredibly active, usually found either at the gym or on the golf course. He spends a lot of his free time with family, particularly enjoying time with his grandchildren.

Getting to know Owen

What’s been the most thrilling adventure in your life so far?

There have been a lot, but the birth of my grandchild and the growth of my family since then is pretty thrilling.

What’s your favourite part of the world?

The surf beaches of North Devon.

Do you have a quote or motto that sums up your philosophy for life?

You can do most things if you really put your mind to it.

Is there a book that forever changed your outlook on life?

Catch 22 – because of it’s rebellious look at authority.

Hear from our clien ts

It's hugely reassuring for us, knowing Mark's looking after our financial affairs.

Ed & Jenna

It's extraordinary the changes that have been wrought thanks to Mark.


If it wasn't for Mark, I wouldn't feel as confident going into retirement as I do.