Our Team
Phil O’Connor
Phil is the owner of Whitewell Financial Planning. He is one of the few Chartered Financial Planners and Certified Financial Planners in the UK, as well as a Resolution Accredited Independent Financial Adviser.
In the past he has worked for three large accountancy practices; KPMG, Baker Tilly and Haines Watts. That the 11-year educational journey served as the perfect preparation for launching Whitewell Financial Planning in 2008.
On a daily basis he provides financial planning to directors of both FTSE 100 and private companies, as well as senior medical professionals. Via Whitewell’s sister brand, The Divorce IFA, Phil also provides clear and concise advice in all aspects of divorce.
Phil qualified as one of the first Resolution Accredited IFA’s and since 2014 sets and marks the new Re-accreditation and Accreditation rounds of the Resolution Accredited Independent Financial Adviser qualification to help increase the number of advisers working in these specialised areas.
In 2014, Phil also trained as a mediator with the Family Mediation Association and has previously joint chaired the Greater Manchester Collaborative Law POD.
Phil is happily married to Gill and has two kids: Lauren and Lewis. They enjoy a good hike, a few rounds of golf and volunteering at the Bolton Lads & Girls Club.
What Our Clients Say...
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.”
Robin Unsworth – Bolton
My Purpose
My purpose is to help you make better, more informed decisions on all aspects of your finances, saving you time and money and providing peace of mind and security.
I do this by spending time understanding you and your family’s needs and working through and showing you the consequences of every decision you make.
I take time to educate and inform you on the range of options available, the pros and cons of each option and the likely outcomes for you and your family. You will receive individual advice and guidance from me tailored to your own circumstances.
My Promise
“If after working with us you do not feel that you have received the necessary value then you do not pay. 100% satisfaction guaranteed.”
The other people here at Whitewell
Charlene Abdoelhafiezkhan
Charlene is Whitewell’s dedicated Personal Assistant and Administrator, having joined the team in 2023. With a strong background in streamlining internal processes and managing customer contact, she ensures efficient operations and exceptional client interactions at Whitewell.
Phil Blacklock
Phil is our in-house paraplanner, holding a Diploma in Financial Planning. He is responsible for researching and writing reports, and he possesses extensive knowledge in the costs associated with implementing pension schemes.
What Our Clients Say...
“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”
...“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...
“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...
“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.”
...“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.”
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