“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.”
