Anthony Oconnor

WORK HISTORY

EDUCATION

SKILLS

ABOUT ANTHONY OCONNOR

DirectorChartered Financial Planner / Chartered Wealth ManagerCURRENT ROLE & EXPERIENCEI head up our Manchester office having joined RPG Wealth in 2013. I have over 16 years\' experience in Wealth Management in both the UK & Ireland. Prior to joining RPG Wealth I worked for 8 years serving in prominent positions within HSBC bank primarily specialising in the needs of the bank\'s affluent clients. I am a member of the RPG Wealth Investment Committee.QUALIFICATIONS & MEMBERSHIPSI have been awarded both Chartered Financial Planner and Chartered Wealth Management status I hold the following qualifications and titlesBachelor\'s Degree Business Management (Hons)Advanced Diploma Financial Planning Associate Member Chartered Insurance Institute Chartered Member of Chartered Institute of Securities and Investments Associate Member Personal Finance Society Student Member of Chartered Institute of Taxation ADVICE AREA & TYPICAL CLIENTSI specialise in advising Owner Managed Businesses in coordinating their affairs in a tax efficient manner. • Company Group Schemes •Business Owners •Personal Injury Trusts •Charities •Pre & Post Retirement Planning •Protection •Investment AdviceOUTSIDE OF RPG WEALTHI am married and spend the majority of my down time enjoying my three young children. I love travelling, especially to my native Ireland and the South of France. I have a keen interest in developing my knowledge which is demonstrated through my continued study and development. a•••••••@rpgwealth.co.uk