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David O'connor
Independent Financial Adviser at Blue... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Bluesky Independent Financial Advisers</span>
Seasoned financial advisor delivering strategic financial planning and retirement solutions.
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Location
Greater Reading Area, GB
Skills
- Retirement
- Strategic Financial Planning
- Wealth
- Pensions
- Estate Planning
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Bio
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Topline AI
David O'Connors is a seasoned financial advisor with over 23 years of experience in strategic financial planning, wealth management, and retirement planning. He specializes in elder client care and holds advanced certifications in financial planning and coaching.
Experience
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Independent Financial Adviser at Bluesky IFA's Berkshire
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Oct 2000 - Present
David has over 18 years experience in financial services and advises on all areas of financial planning. He specialises in elder client care with regard to such issues as inheritance tax and estate planning, equity release, investments, long term care fees planning and pensions in and at retireme...
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Financial Adviser and Manager at Abbey Life, Guildford Financial Advisers
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Feb 1993 - Sep 2000
Recruiting and training of a team of 8 advisers.
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Proprietor
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Jan 1965 - Dec 1992
Design Engineer in various sectors in the UK & Africa.
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Education
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1960 - 1963University of Bradford
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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