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What Our Clients Say...
Phil’s knowledge and expertise has been invaluable to myself and my company...
“Phil O’Connor has been our Financial Advisor, both personally and in business for some years.
Phil’s knowledge and expertise has been invaluable to myself and my company and his advice is always timely.
I have no hesitation in recommending him to anyone seeking advice on personal or business financial and investment matters.”
Ashok Nayar – Cheshire
What Our Clients Say...
His fees are clear and the rationale underlying his advice was explained very well...
“I thought I understood the products I had/have and what best to do with them. I didn’t. Phil highlighted which had guaranteed annuity rates, which did not and mapped a strategy for maximizing the benefit from those in accord with my attitude to risk and overall retirement strategy. He reviewed my portfolio of savings and investments and some were repositioned; again in accord with my risk profile. His fees are clear and the rationale underlying his advice was explained very well. He challenged some of my long held views which was refreshing. I have since realigned some of those views.”
Robin Unsworth – Bolton
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