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“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...

“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...

“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.”

“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”

“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.”

“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”

“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...