HomeFinancial Planners › Mark O’Neill

Based at

True Bearing

Position

Director, Chartered Financial Planner

Serving clients in

North West

Mark O’Neill

Director, Chartered Financial Planner

Typically, Mark advises on new and existing portfolios for high net wealth clients. A Fellow of the Personal Finance Society, Mark is one of the most qualified and experienced Chartered Financial Planners in the country.

He is also a SOLLA Accredited Later Life Adviser, so perfectly placed to assist with Care Fees and Inheritance Tax Planning where he can liaise with other professional advisers.

Expertise in

Talk to Mark, call True Bearing today

Talk to Mark, call True Bearing today

0800 915 0000

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Find out more about Mark and our North West team

Our True Bearing team includes Chartered Financial Planners who look after clients right across the North West, and beyond. We welcomed them to the Amber River Group in 2020.

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