Summary
I am an Adviser at O'Connor Wealth Management, Senior Partner Practice of St. James's Place Wealth Management offering financial advice to both personal and corporate clients.
I provide bespoke face to face financial planning advice, with a focus on the highest level of ongoing service for my clients. I offer tailored advice, helping build and protect yours and your families financial future.
Some of the areas of advice that I can help with are;
~Retirement Planning
~Investment Planning
~Life and Income Protection
~Estate Planning
~ Mortgage Advice
I am also an Accredited Financial Education Specialist and as part of our corporate responsibility, I deliver financial education to schools and workplaces free of charge.
Experience
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O'Connor Wealth Management
Financial Advisor
- Current
