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Our Wealth Planners

Sam Owen

Senior Wealth Planner


BSc Econ (Hons), DipFA


I grew up in Deganwy, North Wales and after attending school I lived in Cardiff for three and a half years whilst completing my 2:1 honours degree in Economics and Finance.

After returning home I joined the award winning graduate scheme at Sanlam in 2010. I love meeting new people which makes going out and seeing my clients a real pleasure.

Outside of work, I enjoy travelling and like to get on a plane as often as possible, visiting new places, with a special fondness for the USA. When I’m not travelling I love watching and playing many sports including Football, American Football, Rugby and Squash.




Sam Owen

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.