Welcome to O'Connor Wealth Management; wealth management and financial planning specialists serving individuals, families and businesses. Running a successful business can take priority over the time spent on planning the financial security of you and your employees. Without the right advice, HM Revenue & Customs can become the single largest beneficiary of your estate following your death.
It is important to make sure you are receiving expert advice when it comes to planning your pension and the requirements you may have to consider. If you wish to take advantage of a more competitive rate, it is important that you have the right mortgage in place. O'Connor Wealth Management will not use your data for any other reason than to contact you relating to this query.
It is important to make sure you are receiving expert advice when it comes to planning your pension and the requirements you may have to consider. If you wish to take advantage of a more competitive rate, it is important that you have the right mortgage in place. O'Connor Wealth Management will not use your data for any other reason than to contact you relating to this query.
Services
I am Director of O'Connor Wealth Management, a Senior Partner Practice with St. James's Place Wealth Management and I have over twenty six years' experience in financial services. I have been a Partner Practice of St. James's Place since 2005 and prior to joining the company I worked at Lloyds TSB for over 10 years.
Here at O'Connor Wealth Management our aim is to provide the highest quality of service, face to face financial advice you can trust and believe in, and advice for individuals, families and businesses, helping you secure your financial future.
We understand at O'Connor Wealth Management everybody's needs are different, therefore we have an expert team of people with over 60 years' experience in the financial industry to help each and every person.Our team is your team. O'Connor Wealth Management will be there to assist you in all areas of your financial planning.
We understand at O'Connor Wealth Management everybody's needs are different, therefore we have an expert team of people with over 60 years' experience in the financial industry to help each and every person.Our team is your team. O'Connor Wealth Management will be there to assist you in all areas of your financial planning.
O'Connor Wealth Management look after many Corporate Clients all with different values and goals. Guidance and support is given in helping them decide which financial avenue to take so they secure their financial future. We look after a variety of Corporate clients ranging from Professional Football Clubs, Engineering Companies, Residential Care Homes as well as accountancy firms and many more.
IHT is a progressive tax applying to assets above the nil rate band. Expert advice is available to help reduce and solve IHT liabilities for individual and families. We have professional connections within the legal service industry helping our clients plan for their assets to pass on to the people they care about instead of HMRC.
At O'Connor Wealth Management we provide expert pension advice, ranging from Personal Pensions, Group Personal Pensions, Self-Invested Pensions Plans, Stakeholder and more complex advice relating to Final Salary Pensions. We are supported fully by St. James's Place Pension experts.
St. James's Place Wealth Management is committed to supporting Partners' ongoing professional development to ensure that they remain appropriately qualified and technically able.As a result, St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
St. James's Place Wealth Management is committed to supporting Partners' ongoing professional development to ensure that they remain appropriately qualified and technically able.As a result, St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
