Phil Oconnor
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In the busy and chaotic world we live in, sound financial planning and advice can help you answer life’s key financial questions:

  • How much is enough?
  • Will I run out of money?
  • When can i retire?
  • What if i die or become unable to work?

Those are the questions we can help you answer at Whitewell.

We don’t dress it up. We don’t sugar coat it.

We provide clear, concise and easy-to-understand advice to help you get the peace of mind that comes when you know that your money is working as hard as you need it to.

One of the key things we believe in at Whitewell is that there’s no “right answer” across the board. What works well for one person, won’t necessarily work well for another, which is why we take time to understand our clients - their pains, problems, frustrations, dreams, beliefs, values and hopes – in order to ensure we arrive at a bespoke solution that suits your needs.

If that sounds good to you, then the best thing to do is schedule a no-obligation telephone conversation. We can get to know each other better, we can understand your situation better and you can get a feel as to whether we’re the right solution for you.

    Give us a call now on 01204 974023

    Why choose Whitewell?

    • Gives you an informed choice.
    • Expert advice and guidance.
    • Independent research and advice.
    • More confident decision making.
    • Financial planning and advice that you can understand.

    Areas we specialise in..

    • Financial Planning
    • Investment
    • Retirement Planning
    • Divorce
    • Pension Transfers

    Whitewell have a broad range of bespoke plans right for you see our whole range here All Services

    What Our Clients Say...

    We have no hesitation in recommending Phil O’Connor as an Independent Financial Advisor....
    "We have known Phil O’Connor for over 10 years as an independent financial advisor. We were initially introduced to him at Baker Tilly Financial Services Limited and were sufficiently impressed with his approach, advice and professionalism to follow him when he moved to HW Financial Services Limited in Manchester and again when he set up his own company, Whitewell Financial Planning Limited in late 2008.

    Phil has given as much time as necessary to get to know us and our opinions about money, risk and investment. As a result he has been able to advise us in the most appropriate way – no easy task when faced with two people with very different attitudes to risk. His advice includes much sound financial common sense but where the course of action is less clear cut, he has been able to guide us with tact and diplomacy to the decision with which we feel most comfortable. He does this with a very pleasant manner using humour when appropriate and a more directive approach when necessary.

    Phil maintains regular contact, keeping us fully informed and confirming decisions and meeting dates by letter or email, whichever is the most appropriate. He is also easy to contact by phone when necessary. He uses up-to-date computer software to assess attitudes to risk and to develop financial plans. Phil lays out his fees clearly before undertaking any work.

    We have no hesitation in recommending Phil O’Connor as an Independent Financial Advisor."
    Dr Richard T Johnson and Dr Elaine M Johnson - Warrington

    My Promise

    “If after working with us you do not feel that you have received the necessary value then you do not pay. 100% satisfaction guaranteed.”

    Phil Oconnor