Keith Williams Financial Wealth Management

Associate Partner Practice of St. James's Place Wealth Management

Philip J. Trotman, Mortgage Services Manager

Phil came to us from a sales background and started in Financial Services when he joined Keith Williams Financial Wealth Management in the Autumn of 2016.

Phil has developed his ability to analyse statistics and conduct research and has a good understanding of the Mortgage and Protection Market.

Phil has excellent interpersonal skills and is keen to develop new ideas to make our service to clients even better! Phil works alongside Mark to provide our clients with a professional on-going Financial Planning experience. Having a team approach ensures that there is always a point of contact for our clients.

Phil is a keen Chef and can be found playing for the IXV at his local club, Deepings RUFC.

Tel: 01733 327600
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Mark A. Owen, Adviser

Early in his career Mark followed in his father's footsteps into the world of Financial Advice. Mark was the "other" Founder Partner of, Keith Williams Financial Wealth Management, back in January 1998.

Mark took over sole control of the firm in November 2008 when his Father retired. Since then Mark has continued to move the business forward offering practical, simple financial solutions in all areas whilst maintaining the excellent customer service that has been the emphasis of the Practice since its inception.

He takes immense pride in being able to offer his advice and knowledge to his Clients, both commercial and personal, who respect and trust his advice.

Clients can expect to be treated with the utmost discretion and professionalism but take comfort from Mark's friendly approach to his work.

Mark lives just north of Bishops Stortford with his partner Alexis and their three children. Mark is very active at his Rugby Club and can often also be found at weekends out and about walking the local footpaths!

A few final words from Mark:
"It gives me great pleasure to know that I am able to make a real difference to people’s lives through careful financial planning, ensuring a rewarding and secure future for all".

Tel: 01733 327600
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