Barry O’Neill APFS

Barry is a Director with 30 years experience in the financial services industry, most of which have been dedicated to providing financial advice direct to clients. He is a Chartered Financial Planner.

He acts for individuals, trustees and deputies, providing advice primarily in relation to investments and pensions. Having worked in-house at one of the regions leading law firms for many years, he has extensive experience in dealing with injury and negligence settlements, divorcing clients, trust settlements and clients without capacity. He also counts many of the regions leading lawyers as personal clients.

Barry focuses on building strong relationships with his clients in order to understand their needs fully and deliver to them a truly personal approach. This is reflected in the numerous positive testimonials that have been given.

Please feel free to contact Barry directly to discuss any aspect of your financial planning requirements.

John Cotton DipPFS

John is a Director and has been a fully qualified financial adviser for almost 25 years.

During his time working for a large Manchester law firm, John built up a large and varied client portfolio, primarily advising those who had suffered catastrophic injuries and received substantial settlements. A number of these clients do not have the capacity to manage their own affairs and John has built a close working relationship with the court appointed deputy, to ensure the funds are managed appropriately. He also works with a number of trustees helping them comply with their responsibilities under the Trustee Act.

John prides himself on providing a very personal service for his clients which helps build strong working relationships.

If you feel that you would benefits from a discussion with John regarding your financial circumstances, then please contact him directly.

Tom Hodge DipPFS

Tom is our Client Manager and is diploma qualified, with significant experience in the financial services industry.

His experience includes managing and analysing investments, as well as assisting in the smooth running of all stages of the financial planning process. Tom will work closely with our advisers, helping them to deliver the highest standard of service. He will help to find and implement the best solutions to our clients present and future financial needs, such as planning for retirement or investing towards a future goal.

Being predominantly office based, he will also act as a regular point of contact for them, being able to assist on a variety of matters. Tom takes pride in appreciating the unique needs and circumstances of each client, focusing on providing ongoing care and a plan that is tailored to help make their financial aspirations a reality.

Adele O’Neill

Adele is assistant to the two directors.

She previously spent 17 years working in the Law Industry, with 10 years of that in a role as a Chartered Executive in the Wills, Trust and Probate sector.

Adele’s primary focus is assisting in the preparation of the regular portfolio reviews that are undertaken for clients of the firm and managing the day to day operations of the firm, ensuring that client instructions are processed in an accurate and timely manner.