Joseph O'Connor

Financial planning is an area which can be complex and everybody's situation is different. As a result, I see the importance in offering personalised, goals based financial advice, helping people on their journey to achieve their goals. As a Financial Planner, I help individuals and their families to protect and enhance their wealth. I focus on building relationships, protecting against risk and helping clients build and preserve their capital. I offer a no obligation initial consultation. If you would like further details, please feel free to contact me and I would be happy to help. As a Partner Practice of St. James’s Place Wealth Management based in London, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx