Simon Oconnell
Accredited Trainer @Resolution
Maidstone, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Accredited Trainer @Resolution
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EDUCATION
N/A
Chartered Insurance Institute
Chartered Financial Planner
SKILLS
Investment AdvisoryPension SchemesHolistic Financial PlanningSippInheritance Tax PlanningPensionsIncome ProtectionCritical IllnessHigh Net Worth IndividualsWealthRetirement PlanningWealth ManagementInvestment StrategiesFinancial AdvisoryWealth Management ServicesProtectionEstate PlanningSaving for EducationRetirementInvestmentsTrustsMarketingPension FundsSelf-Invested Personal Pension (Sipp)
ABOUT SIMON OCONNELL
Evelyn Partners ● Chartered Financial Planner ● Divorce ● Resolution ● Divorce ● Advising families ● Lottery ● Mediation ● Maidstone ● Southeast ● Financial Neutral ● Financial awareness ● IHT
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