DipFA, DipMAP, AdvDipFA, CeMAP Diploma
Chartered Independent Financial Adviser
Hereford
I am a Chartered Independent Financial Adviser from Hereford with strong links into the Herefordshire community. An ex-serviceman and former Invictus Athlete representing Team UK at the Invictus Games 2020 (held in 2022) in The Hague.
I provide jargon free financial advice dealing with all aspects of Pensions, trusts, investments, insurance, and mortgages. My clients are from all walks of life and at various stages in their career as I help people build their wealth and secure their future.
Whether you are an established investor owner or starting out on your property or investment journey I can assist with all stages of advice to guide you through the process and help you discover how you can achieve your goals. I am always happy to go the additional mile for my clients and ensure I tailor my advice to suit the client’s specific needs. Together we will work towards securing financial independence for you and your family.
“I am the master of my fate, I am the captain of my soul.” – From the Invictus Poem by William Earnest Henley
All google reviews for my work from clients have been rated five stars, these can be found when you conduct a google search on Abacus Advisers Hereford.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Funeral Planning
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Contact Daniel O’Connor, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.