A boutique family wealth planning practice
O’Connell Family Wealth Planning was created to offer a more personal, thoughtful and long-term approach to financial planning.
We believe meaningful financial advice comes from truly understanding the families we work with – their goals, concerns, values and ambitions for the future.
That is why we have chosen to build a deliberately boutique practice, working with a limited number of aligned families to preserve the quality of our relationships and advice.
Ryan O’Connell, DipFA
Meet our Principal…
With over 15 years of experience in financial services, Ryan provides thoughtful, long-term guidance to help clients feel confident about their financial future. His approach combines clear, structured planning with genuinely personal relationships, helping families navigate important financial decisions with greater clarity, reassurance and long-term peace of mind.
Outside of work, Ryan enjoys spending time with his wife, Kate, and their daughter, Lily, particularly exploring new places and visiting National Trust locations across the South of England.
“We have found Ryan to be open and easy to deal with. He is helpful, knowledgeable and offers sound advice based on a good understanding of our needs.”
— Christina, West Sussex
Family-Run. Relationship-Led.
As a family-run practice, continuity and trust sit at the centre of everything we do.
Our vision is to create a long-term advisory business that supports not only today’s clients, but future generations of their families as well.
The practice is built around a collaborative family structure, combining comprehensive financial planning with mortgage and protection advice under one cohesive and trusted brand.
Built for the long term
We’re not focused on high-volume advice. We provide a highly personal service for a select number of families.
By intentionally limiting capacity, we are able to offer:
Personal involvement in every relationship
Greater accessibility and responsiveness
Long-term continuity
High standards of suitability and governance
A genuinely bespoke planning experience
“We have been working with Ryan for a number of years. His expert, open and honest guidance has allowed us to make confident decisions tailored to our needs, from managing day-to-day life to planning for the future. ”
— Inga & Mark, Somerset
Financial decisions can often feel overwhelming, particularly during major life transitions.
Our role is to simplify complexity, provide clarity and help you make informed decisions with confidence. We take a calm, structured and planning-first approach – offering thoughtful advice, clear communication and ongoing support whenever it’s needed.
