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Daniel OConnor AdvDipFA

Daniel OConnor AdvDipFA

5
2 consultations

GB, Hereford

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About Me

Chartered Independent Financial Adviser and British army veteran from Hereford, United Kingdom. A bronze medal winning Invictus Games Athlete representing team UK at IG2022. Do you want to make more effective decisions on your finances but do not want to pay high upfront or ongoing charges on your investments? Or are you a new adviser looking for tips on how to grow your business? I can provide direct financial advice dealing with all aspects of UK finance including; Pensions- investing, consolidation, switches and ongoing management. Trusts- family trusts and property trusts to help ensure generational wealth. Insurance/protection- making sure you are financially secure come what may. Mortgages- Personal and commercial mortgages to raise capital, climb the property ladder or expand your portfolio as a landlord. My clients vary from young entrepreneurs to established investors looking to create generational wealth. I help them meet their goals and create the lifestyle they desire. Happy to answer quick fire questions or take the time to dig into your personal situation to see how I can best assist you. All advice given over Minnect is not covered by UK FSCS legislation but this enables me to give more direct advice without you having to pay for the regulated delivery.

Where I can help

Advisory
Finance
Insurance
Wealth Management
Military
Trading

Rates

Find me on the Minnect app and ask me a question or booking a call!

Quick Question
Ask a text question and choose the response format you want.
Text Answer
Get a text response to a text question
$ 15
Video Answer
Get a recorded video response to a text question
$ 35
Video Call
Book a time for us to have a one on one call for the most personalized advice.
$ 10 per minute

15 minute minimum. Extend time available in call.

Online booking coming soon!

5 (1 reviews)

John Stead
December 20, 2023

Was quick to respond, answered my question fully and provided me with in-depth insight into investing my money.