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Ryan O’Connell
Partner

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My profile

With over six years of experience in the financial advice industry, I support my clients in meeting their financial objectives using holistic financial planning strategies

I aid my clients in understanding and making decisions with their finances, specialising in advising them on their defined benefit choices, trust and estate planning and their pension choices. I offer detailed, technical but clear advice to my clients, helping them to realise their ideal retirement and also pass on their estate efficiently.

The Financial Conduct Authority does not regulate taxation & trust advice

The value of your investment can go down as well as up and you may not get back the full amount invested.

How I work

I am an independent financial adviser, dedicated to providing holistic financial guidance. I avoid jargon and use plain English to help my clients understand the choices available to them.
With my clients, the advice process begins with a face to face meeting, to get to know the client and establish a good relationship. I also use this time to identify other areas that I can add additional value, where possible.

I also offer review meetings as part of the process to give both me and the client the opportunity to evaluate the success of their current plan, if needed, we can make changes to help ensure they are still on track to meet their goals and are comfortable with the route being taken.

How I add value

With my experience, I have noticed that clients tend to find tax planning, estate planning and making investments difficult to make sense of. My aim is to simplify this for my clients. The advice and support I give my clients are also to help take the pressure off. They can rest assured that they are in safe hands and the plan that we have agreed on is guiding them towards their goals.

Areas of advice

  • Financial planning
  • Pension options at retirement
  • Pension planning for retirement
  • Protection
  • Savings and investments
  • Trust and estate planning

Qualifications

Diploma for Financial Advice (DipFA)

RO1 Financial services, regulation and ethics

RO2 Investments

RO3 Personal taxation

RO4 Pension and retirement planning

ROF Financial protection

RO6 Financial planning practice

AF7 Defined benefit

My team

I am supported by the administrative team at Foster Denovo, they help me in the day to day running with my clients and help to ensure their cases are not held up.