Investment
When it comes to investing, most of our clients do not want an exciting and volatile ride, but a more stable and consistent solution that produces the performance they need.
There are many ways of investing, and some are more dangerous than others. Whilst some of our strategies do allow a bit more risk, it’s in our experience that most people do not want an exciting and volatile ride.
Most of our clients prefer a more stable and consistent solution that produces the performance they need to meet their objectives.
We believe in a varied approach to help our clients realise a return on their investment. There is no ‘one size fits all’ ideology here. We lean on several different proven pillars to help you grow your money. Our aim is to make sure you do the right thing, at the right time and for the right reasons.
Did this pique your interest? Let’s have a conversation. You can call us on 01204 – 663904 or fill out the contact form.
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What Our Clients Say...
“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...
“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.”
...“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.”
...“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...
“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...
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