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...

    The divorce was an extremely difficult time for Mum and I know she was so grateful to you and Linda for going above and beyond to help her and provide sound advice....
    "We would like to take this opportunity to thank you for all the support you gave to Mum, and to us as a family, over the last four years. The divorce was an extremely difficult time for Mum and I know she was so grateful to you and Linda for going above and beyond to help her and provide sound advice. Furthermore, the advice you gave to Mum following her cancer diagnosis has provided us with the reassurance of financial security for many years to come. We are incredibly sad Mum will not see our new home, as she so dearly wished, but we know it was very comforting to her in her final months to know that Adam and I would have this opportunity at this time. It is some light in the darkness for us. For many months, Mum had on her to-do list to write a testimonial for you, but unfortunately become too unwell.
    With deep gratitude,"
    Chantelle and Adam Haywood - Berkshire

    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