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What Our Clients Say...

Mr AJ Banks

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

Mr AJ Banks - Consultant Orthopaedic Surgeon, Bolton

Other Testimonials

Phil’s knowledge and expertise has been invaluable to myself and my company...

“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.”

Ashok Nayar - Cheshire
The divorce was an extremely difficult time for Mum and I know she was so grateful to you and Linda for going above and beyond to help her and provide sound advice....

“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

Chantelle and Adam Haywood - Berkshire
His fees are clear and the rationale underlying his advice was explained very well...

“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

Robin Unsworth - Bolton
Helpful, efficient and reliable...

“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.”

Mr R Butcher - Surrey
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

Dr Richard T Johnson and Dr Elaine M Johnson - Warrington
Without Phil’s timely advice I would be a much poorer man...

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

Mr AJ Banks - Consultant Orthopaedic Surgeon, Bolton