Arrange an Initial Consultation
Whether you are planning for retirement, reviewing your investments, considering family wealth planning or simply looking for greater clarity around your financial future, we are here to help.
Initial conversations are informal, confidential and arranged at no initial cost to you, allowing us to understand your goals and determine whether we are the right fit for one another.
Call us on
01202 985055
Email
ryan@oconnellfamilywealth.co.uk
Business address
Bayside Business Centre
1 Sovereign Business Park
48 Willis Way
Poole, BH15 3TB
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Client Reviews
“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
“I was first introduced to Ryan more than 7 years ago. Since then he has regularly advised me on investments, which have been successful, and other financial matters. In all of our meetings, it has been a pleasure to consult with Ryan who has always acted in a friendly, very knowledgeable and professional way.“
Allan, Hampshire
“We’ve had a number of virtual meetings with Ryan over the last 2 years to explore and plan our finances as we are approaching retirement.
We found Ryan to be friendly, open and approachable as well as knowledgeable about financial products, tax implications and the financial market in general.
We would recommend his thorough, planned approach which has given us peace of mind for the future.”
Diane & Kevin, Leicestershire
Complaints
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Sunderland
SR43 4JR
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website: www.quilterfinancialplanning.co.uk/contacts
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
