Alex O’Neill

Independent Financial Adviser

Financial advice is built on trust, transparency, and a personalised service. I deliver this by taking time to understand each client’s unique needs and objectives, then providing custom financial solutions and investment strategies that align with their individual goals.

I believe in empowering my clients with knowledge and understanding to help them make informed decisions so they can achieve their goals and secure their financial future.

Outside of work, I enjoy going to the gym, walks outdoors, and days spent with the family. I also like enjoying a nice restaurant with friends, and finding a new DIY job to do around the house.

Qualifications

DipPFS Diploma in Regulated Financial Planning

The RQF level 4 diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

 

AF7 Advanced Diploma in Pension Transfers

This single-module qualification attains the required knowledge and practical skills to excel when guiding clients.

 

BSc Accounting & Finance, Swansea University

Likes

  • Formula 1
  • Mowing the lawn
  • Cooking
  • Family holidays
  • DIY

Dislikes

  • Rudeness
  • Dirty nappies
  • My partner’s choice in movies
  • Doing the dishes
  • Tardiness

In the spotlight

On an ideal weekend, you can find me

Barbecuing in the garden with family and friends.

My favourite holiday destination is

Paris. I can’t wait to explore the city with my daughter.

My favourite song to play in the car is

Difficult to name one song, so either Red Hot Chili Peppers or Classic FM.

The first album I bought was

Britney Spears.

If I could be any fictional character, I would be

Albus Percival Wulfric Brian Dumbledore.

If I could turn any activity into an Olympic sport, I would win a medal in

Doing the dishes.

When the dessert menu arrives, I’m looking for

Sticky toffee pudding.

The three qualities that draw me to new people are

Kindness, manners, and a big appetite.

My pet peeve is

People jumping a queue.

The best gift I’ve ever received is

A piano.

The three people at my dream dinner party would be

Denzel Washington, Lewis Hamilton, Emma Thompson.

The three small things that make my day better are

Hearing my daughter’s giggle, completing a job list, a greeting from the dog.

Three things I haven’t done so far include

Climbed a mountain, driven an F1 car, learned Spanish.

The Hive

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Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417.
Beesure Limited is a company registered in England and Wales. Company number: 10551333.
Registered office address: Ground Floor, Rowan House, Hazell Drive, Newport, NP10 8FY.

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