How we can help

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Financial Planning

Whatever your goals or ambitions, we can help you create a plan of action to help you achieve them. Great financial planning is all about understanding YOU. Sure, it’s vital to understand economics, the marketplace, the financial landscape and the various techniques for managing and investing, but at Whitewell, we take that as a given.


Financial Planning
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Investment

If you fancy a white-knuckle ride of investment that could see you losing everything, we’re NOT the right financial planners for you. There are different ways of investing, some more risky than others.

Investment
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Retirement Planning

When you’ve finished working, you want to slow down. Which is a lot easier if you’ve got the funds to do it. Our retirement planning helps you to do just that.

Retirement Planning
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Pension Transfers

Okay, so you’re ready to transfer your pension. But where do you put it? Cash out? Buy an annuity? Put it into property? The list is endless. We can help.

Pension Transfers
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Divorce

Divorce is one of the most stressful events that you’ll experience in your entire life. Fact. The good news is that there are ways to reduce the stress; and taking care of the financial side of things is the best place to start. We can help you with that.

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What Our Clients Say...

We have no hesitation in recommending Phil O’Connor as an Independent Financial Advisor....
"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 again when he set up his own company, Whitewell Financial Planning Limited in late 2008.

Phil has given as much time as necessary to get to know us and our opinions about money, risk and investment. As a result he has been able to advise us in the most appropriate way – no easy task when faced with two people with very different attitudes to risk. His advice includes much sound financial common sense but where the course of action is less clear cut, he has been able to guide us with tact and diplomacy to the decision with which we feel most comfortable. He does this with a very pleasant manner using humour when appropriate and a more directive approach when necessary.

Phil maintains regular contact, keeping us fully informed and confirming decisions and meeting dates by letter or email, whichever is the most appropriate. He is also easy to contact by phone when necessary. He uses up-to-date computer software to assess attitudes to risk and to develop financial plans. Phil lays out his fees clearly before undertaking any work.

We have no hesitation in recommending Phil O’Connor as an Independent Financial Advisor."
Dr Richard T Johnson and Dr Elaine M Johnson - Warrington
> How we can help

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