Phil Oconnor
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In the busy and chaotic world we live in, sound financial planning and advice can help you answer life’s key financial questions:

  • How much is enough?
  • Will I run out of money?
  • When can i retire?
  • What if i die or become unable to work?

Those are the questions we can help you answer at Whitewell.

We don’t dress it up. We don’t sugar coat it.

We provide clear, concise and easy-to-understand advice to help you get the peace of mind that comes when you know that your money is working as hard as you need it to.

One of the key things we believe in at Whitewell is that there’s no “right answer” across the board. What works well for one person, won’t necessarily work well for another, which is why we take time to understand our clients - their pains, problems, frustrations, dreams, beliefs, values and hopes – in order to ensure we arrive at a bespoke solution that suits your needs.

If that sounds good to you, then the best thing to do is schedule a no-obligation telephone conversation. We can get to know each other better, we can understand your situation better and you can get a feel as to whether we’re the right solution for you.

    Give us a call now on 01204 974023

    Why choose Whitewell?

    • Gives you an informed choice.
    • Expert advice and guidance.
    • Independent research and advice.
    • More confident decision making.
    • Financial planning and advice that you can understand.

    Areas we specialise in..

    • Financial Planning
    • Investment
    • Retirement Planning
    • Divorce
    • Pension Transfers

    Whitewell have a broad range of bespoke plans right for you see our whole range here All Services

    What Our Clients Say...

    Helpful, efficient and reliable...
    "Phil was invaluable in helping me get on top of the complexity surrounding a big pension decision I needed to take. Helpful, efficient and reliable, he did what he said he’d do for which I am very grateful."
    Mr R Butcher - Surrey

    My Promise

    “If after working with us you do not feel that you have received the necessary value then you do not pay. 100% satisfaction guaranteed.”

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    Phil Oconnor