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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 highly-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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