About Us

Whitewell Financial Planning is owned and managed by Phil O’Connor, a Chartered Financial Planner. Phil also holds Certified Financial Planner status and is a Resolution Accredited Independent Financial Adviser.

Phil worked for three large accountancy practices for 11 years – KPMG, Baker Tilly and Haines Watts before setting up his own advisory practice in 2008.

During this time he has provided financial planning and advice to directors of FTSE 100 companies, senior medical practitioners including Professors, Consultants, GPs and Physicians and private company directors.  He also advises on the financial aspects of divorce.

Our Purpose

Our purpose is to help you make better, more informed decisions on all aspects of your finances, saving you time and money and providing peace of mind and security.

We do this by providing a bespoke and personal financial planning service which enables you to develop a greater level of understanding of the meaning in your life – your goals, your dreams, and your aspirations. Knowing what is most important to you enables us to provide you with the best possible advice based on our expertise and experience, common sense and the best available technology, confident in the knowledge that we are aiming at the right targets!

When providing you with advice we take time to educate and inform you on the range of options available, enabling you to make better more informed financial decisions, leading to better long term outcomes.

Reviews and Ratings for Financial adviser Phil O'Connor, Bolton

Our values

  • Trust is our foundation – we are independent, impartial and honest.
  • We pride ourselves on delivering quality and value for money.
  • We endeavour to build long lasting relationships.

Our Mission Statement

To enrich our client’s lives with quality financial planning and advice.