Mark O’Neill

Mark O'Neill

Mark O’Neill – Chartered Financial Planner

A Fellow of the Personal Finance Society, Mark is one of the most qualified Independent Financial Advisers in the country. With a passion for face-to-face advice and regular reviews, Mark provides a personalised service to clients throughout the North West from a practice built upon reputation.

Mark O'NeillChartered Financial Planner

Investments, Retirement and Tax Efficient Investing

Typically, Mark assists new and existing clients to restructure existing portfolios and arrange new investment for values in excess of £250,000. Your objectives for income and growth are carefully considered in line with a thorough risk profiling process to ensure that needs are met both now and over time in the most tax effective manner.

Inheritance Tax Planning

Many clients have benefited from a personalised IHT report seeking to reduce or eliminate what Mark feels is a “voluntary” tax upon their estates. For transferring wealth to beneficiaries or gaining greater control over your estate planning, expert guidance is provided upon proven planning methods.   Advice is available upon the wide range of solutions including life assurance, trusts, and investments that could potentially reduce the liability upon your estate after two years.

Care Fees Planning Service

Mark helps to ensure that people can afford their chosen quality of care for life, without having to worry about the open ended erosion of their savings and investments.   A tailored report is created for you with specific recommendations including Immediate Care Plans if appropriate which Mark is licenced to recommend.

Whether you are seeking advice for yourself, your business or acting as a Trustee or Deputy for those in care and unable to manage their own affairs, Mark is used to dealing with higher value investment planning and more complex matters.