What people say
Don't just take our word for it...
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."
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 going above and beyond to help her and provide sound advice. Furthermore, the advice you gave to Mum following her cancer diagnosis has provided us with the reassurance of financial security for many years to come. We are incredibly sad Mum will not see our new home, as she so dearly wished, but we know it was very comforting to her in her final months to know that Adam and I would have this opportunity at this time. It is some light in the darkness for us. For many months, Mum had on her to-do list to write a testimonial for you, but unfortunately become too unwell.
With deep gratitude,"
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.”
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."
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 my portfolio of savings and investments and some were repositioned; again in accord with my risk profile. His fees are clear and the rationale underlying his advice was explained very well. He challenged some of my long held views which was refreshing. I have since realigned some of those views."
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.”