Jack Oconnell
Personal Wealth Advisor @Schroders Personal Wealth
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WORK HISTORY
Personal Wealth Advisor @Schroders Personal Wealth
Bristol, GB
Helping clients achieve their goals through careful financial planning
EDUCATION
Trinity College Dublin
Bachelors, Sociology and Geography
The Open University
Bachelors, Law
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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