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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 £70m of client assets under management.
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 your other professional advisers.
Expertise in
Talk to Mark, call Amber River True Bearing today
Articles related to Mark and his team
18 February 2022
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
7 January 2022
Should I be thinking about sustainable investing?
An increasing number of us are primarily guided by our conscience when it comes to money and we're choosing sustainable investing
3 February 2022
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
18 February 2022
Top 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
31 January 2022
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"
8 November 2021
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.

Find out more about Mark and our North West team
Our Amber River 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.
What our clients say
Kathryn
Mark O'Neill was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life. My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe hands
Mark O'Neill was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life. My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe handsKathryn
Mr & Mrs E
Thanks you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Thanks you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.Mr & Mrs E
S Hughson
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Mr & Mrs E
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.Mr & Mrs E
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