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Patrick O’Neill

Financial Planner

Patrick has worked in the Financial Services sector for many years. He is an expert in Investment Management and Retirement Planning. He also holds specialised qualifications to allow him to prepare detailed reports regarding the funding of Long Term Care. Patrick has completed not only the Financial Planning Certificate but also the Diploma in Financial Planning. Currently he is finishing the Advanced Diploma before ultimately moving to Chartered Status.

Patrick is authorised as an IFA to provide Financial Services advice.

Away from work, Patrick is a family man but also finds time to contribute to his local and wider community. He is a keen cyclist, raising money with the Dallaglio Foundation and Cancer Research by cycling across France and carrying sponsorship to benefit those charities. In what little spare time remains to him, Patrick writes fiction and as such in now a published author.

Contact Patrick at: patrick.oneill@legalbrokerage.co.uk

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