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Based at
Position
Serving clients in
North West
Mark O’Neill
Director, Chartered Financial Planner
Typically, he advises on new and existing portfolios for high net worth clients. A Fellow of the Personal Finance Society, Mark is one of the most qualified and experienced Chartered Financial Planners in the country with more than £70m of client assets under management.
As a Later Life Adviser providing peace of mind with planning solutions for many years to clients, Mark is perfectly placed to assist with Inheritance Tax and larger value planning where he can liaise with your other professional advisers.
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Articles related to Mark and his team
Mark O’Neill: Painting pictures of a prosperous retirement
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients
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An increasing number of us are primarily guided by our conscience when it comes to money and we're choosing sustainable investing
Five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.
How much money do you need to have a financial adviser?
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a secure financial future
Jen Lancaster: From city trading floors to the Ribble Valley
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.
How to prepare financially for a bereavement
Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees
Giselle Clayton: Providing peace of mind and practical financial solutions
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be
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