Alex O’NeillIndependent Financial Adviser
0333 305 6692
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.
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
- Formula 1
- Mowing the lawn
- Family holidays
- Dirty nappies
- My partner’s choice in movies
- Doing the dishes
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
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
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.
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