Jack Oconnell

Personal Wealth Advisor @Schroders Personal Wealth

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Personal Wealth Advisor @Schroders Personal Wealth

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Bristol, GB

Helping clients achieve their goals through careful financial planning

EDUCATION

2008 — 2013

Trinity College Dublin

Bachelors, Sociology and Geography

2014 — 2019

The Open University

Bachelors, Law

2019

Chartered Insurance Institute

CII Diploma in Regulated Financial Planning

ABOUT JACK OCONNELL

Everyone should recognize the need and importance of implementing a robust financial plan throughout their life. It is my job to help people to formulate that plan. I help people achieve their goals by tailoring bespoke solutions for their individual need, up to and including-Wealth protection -Tax efficient investment solutions -Retirement planning As an advisor for Schroders Personal Wealth my emphasis is on building and maintaining long-lasting relationships with my clients, and to provide them with a source of trusted advice as their financial needs evolve over the years. I offer a bespoke and high-level personal service, taking time to understand people\'s needs and future aspirations before offering advice. Prior to this role I enjoyed 11 years as a Professional Rugby player with Leinster Rugby, Bristol Bears and Ealing Trailfinders. During that time I also completed a Law degree and a degree in Geography and Sociology. While I am grateful for every moment I spent playing there was aways the need for my to have the right financial plan in place for when my retirement came. I use the very characteristics that helped me through my rugby career: work ethic, discipline and attention to detail when working with our clients to achieve their financial goals.

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Jack Oconnell — Personal Wealth Advisor at Schroders Personal Wealth in Bristol, GB | Unifers