Phil O'Connor

Phil O'Connor Email and Phone Number

Financial Adviser @ Suttons IFA, Chartered Financial Planners
United Kingdom
Phil O'Connor's Location
Bolton, England, United Kingdom, United Kingdom
Phil O'Connor's Contact Details

Phil O'Connor personal email

n/a

Phil O'Connor phone numbers

About Phil O'Connor

When it comes to divorce, many people neglect the financial aspects and end up with settlements which will not create a secure financial future for them or their family.I work with my clients to help them make better, more informed financial decisions on all the marital assets. This includes pensions, investments and property. Financial aspects I specialise are: Pension Sharing Pension Sharing Order Pension Offsetting Pension Attachment Financial SettlementsI can also help clients who are entering the Collaborative Process or using Mediation.Only after assisting clients and family lawyers across the UK for several years am I able to provide specialist financial advice; my innovative services have been developed to advise clients remotely.I am a Chartered Financial Planner, Certified Financial Planner, Resolution Accredited Independent Financial Adviser and Registered Life Planner. I trained as a Mediator with FMA in 2014.

Phil O'Connor's Current Company Details
Suttons IFA, Chartered Financial Planners

Suttons Ifa, Chartered Financial Planners

View
Financial Adviser
United Kingdom
Website:
suttonsifa.co.uk
Employees:
14
Phil O'Connor Work Experience Details
  • Suttons Ifa, Chartered Financial Planners
    Financial Adviser
    Suttons Ifa, Chartered Financial Planners
    United Kingdom
    View
  • Whitewell Financial Planning Limited
    Ifa, Chartered And Certified Financial Planner
    Whitewell Financial Planning Limited Oct 2008 - Present
    Bolton, United Kingdom
    Financial planning and advice for:Medical practitioners - doctors, dentists and consultants.Divorcing couplesOwner Managed Business Owners
    View
  • Haines Watts
    Consultant/Ifa
    Haines Watts Jul 2007 - Sep 2008
    View
  • Towry Law
    Consultant
    Towry Law Apr 2007 - Jul 2007
    Baker Tilly FS taken over by Towry Law
    View
  • Baker Tilly
    Consultant
    Baker Tilly May 2001 - Mar 2007
    IFA to practice clients
    View
  • Kpmg
    Assistant Consultant
    Kpmg May 1998 - May 2001
    Pension Scheme Administration.Responsibility for SSAS and SIPP admin for Executive Pension Team
    View

Phil O'Connor Skills

Pensions Financial Advisory Strategic Financial Planning Inheritance Tax Planning Investments Financial Planners Income Protection Finance Wealth Management Services Protection High Net Worth Individuals Financial Services Sipp Wealth Management Retirement Planning Wealth Savings Estate Planning Small Business Critical Illness Estate Tax Planning Investment Advisory Asset Management Tax Retirement Investment Strategies Funding Portfolio Management Investment Management Independent Financial Advice Wealth Accumulation Trusts Personal Finance Fixed Annuities Pension Funds Personal Pensions Asset Allocation Holistic Financial Planning Debt Management Alternative Investments Life Insurance Mutual Funds Certified Financial Planner Mortgage Lending Long Term Care Equity Release Bonds Private Banking Residential Mortgages Personal Financial Planning

Phil O'Connor Education Details

  • University Of Manchester
    University Of Manchester
    Geography
  • Arnold School
    Arnold School
  • Chartered Financial Planner
    Chartered Financial Planner
  • Chartered Financial Planner
    Chartered Financial Planner
  • Resolution Accredited Ifa
    Resolution Accredited Ifa

Frequently Asked Questions about Phil O'Connor

What company does Phil O'Connor work for?

Phil O'Connor works for Suttons Ifa, Chartered Financial Planners

What is Phil O'Connor's role at the current company?

Phil O'Connor's current role is Financial Adviser.

What is Phil O'Connor's email address?

Phil O'Connor's email address is ph****@****y.co.uk

What is Phil O'Connor's direct phone number?

Phil O'Connor's direct phone number is +4478660*****

What schools did Phil O'Connor attend?

Phil O'Connor attended University Of Manchester, Arnold School, Chartered Financial Planner, Chartered Financial Planner, Resolution Accredited Ifa.

What are some of Phil O'Connor's interests?

Phil O'Connor has interest in Children.

What skills is Phil O'Connor known for?

Phil O'Connor has skills like Pensions, Financial Advisory, Strategic Financial Planning, Inheritance Tax Planning, Investments, Financial Planners, Income Protection, Finance, Wealth Management Services, Protection, High Net Worth Individuals, Financial Services.

Who are Phil O'Connor's colleagues?

Phil O'Connor's colleagues are Alison Whitehead, Alex Aiton, Ben Horsfield Cemap, Harvey Sutton, Aidan Barrett.

Not the Phil O'Connor you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.