Who we are
Hi, my name’s Phil O’Connor, and I’m the owner here at Whitewell Financial Planning.
As you’d expect, my area of expertise is ‘financial planning’. In fact, I’m one of the few Chartered Financial Planners and Certified Financial Planners in the UK, as well as being a Resolution Accredited Independent Financial Adviser.
Before setting out on my own nine years ago, I worked for three large accountancy practices – KPMG, Baker Tilly and Haines Watts, and that 11-year education served as the perfect preparation for my own client work.
These days, I provide financial planning and advice to directors of FTSE 100 companies, private company directors and senior medical practitioners including Professors, Consultants, GPs and Physicians, as well as advising on the financial aspects of divorce.
I qualified as one of the first Resolution Accredited IFAs in February 2007 and received my reaccreditation in July 2012. At current count there are only around 30 IFAs who hold this specialised qualification.
(The overall number of advisers in the UK is approximately 20,000).
In 2014 I was asked to help to set and mark the new Reaccreditation and Accreditation rounds of the Resolution Accredited Independent Financial Adviser qualification to increase the numbers of advisers working in this specialised area.
I regularly attend the Greater Manchester Collaborative Law POD and was previously joint chair in 2012.
I also trained as a mediator in 2014 with the Family Mediation Association.
I’m a firm believer in making every second count, and alongside my work – which I love – spending time with my family is what’s important to me.
I’m happily married to the gorgeous Gill, and have two kids – Lauren and Lewis, as well as a fearless Jack Russell called Toby. Gill and I love a good hike, and I try and get in at least one round of golf a week! I also volunteer at Bolton Lads & Girls Club – a cause that’s really important to me.
If you want to talk about financial planning (or anything else for that matter), please get in touch – you can email me personally at firstname.lastname@example.org