Why Can I Help You?
My name is Phil O’Connor and I am one of the UK’s leading financial advisers with extensive knowledge of pensions and how the lifetime allowance affects you. I have worked for three large accountancy practices for 11 years – KPMG, Baker Tilly and Haines Watts before setting up my own advisory practice in 2008.
During this time I have worked with retiring directors of FTSE 100 companies, senior medical practitioners including Consultants, GPs and Physicians and private company directors with Self Invested Pensions – SSAS and SIPP.
I have worked with many clients advising them on annual allowance and lifetime allowance matters.
For further information, get in touch here.