Welcome to Whitewell Financial Planning
Whitewell Financial Planning exists to help you make better and more informed financial decisions that not only benefit you but also the people you care about.
We understand that financial planning can often feel like navigating a minefield. There are conflicting messages from the media and input from self-proclaimed experts online which can make you feel overwhelmed and unsure about the best course of action for your money.
We believe it does not have to be that way. Our mission is to provide clarity and guidance through a forest of complexity and false information. By cutting through the noise and offering you reliable and personalised advice we aim to empower you to make informed financial decisions.
How we can help:
In this busy and chaotic financial world, we 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 become unable to work?
We provide clear, concise, and easy-to-understand advice to help you get the peace of mind that comes when you know your money is working as hard as you need it to.
One of the key things we believe in at Whitewell Financial Planning is that there is no right answer or perfect financial advice.
What works for one person does not always mean it will work for another. This is why we take the time to understand our clients, their values, beliefs, goals and problems, so we can offer you a bespoke solution that suits your needs.
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Why choose Whitewell Financial Planning?
We have expertise in giving informed choices.
Our independent research is done based on your situation.
Provide you with financial advice that you understand, without all the unnecessary jargon.
- Financial Planning
- Investment
- Retirement Planning
- Pension Transfers
- Divorce
Whitewell Financial Planning has a broad range of bespoke plans right for you!
What Our Clients Say...
“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...
“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.”
...“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.”
...“We have known Phil O’Connor for over 10 years as an independent financial advisor. We were initially introduced to him at Baker Tilly Financial Services Limited and were sufficiently impressed with his approach, advice and professionalism to follow him when he moved to HW Financial Services Limited in Manchester and...
“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...
“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”
...“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”
...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.”
