Mike O’Neill
Wealth Management Adviser
Liverpool
Experience
I am part of the financial planning team within the business and work closely with our clients to establish and maintain effective financial strategies which are aligned to their objectives, helping them to meet their goals.
I have nearly a decade of experience in financial services having started out in retail banking in 2014. Seeking a new challenge, I moved into the financial education space where I gained an appreciation of the impact a thorough, well thought out plan can have on an individual’s finances. It was whilst working in financial education that I gained my diploma in Regulated Financial Planning and have been advising clients on their personal and business assets since 2019.