Simon O'Connell Email
Chartered Financial Planner - Director, Financial Planning @ Evelyn Partners
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Simon O'Connell Location
- Maidstone, GB
Simon O'Connell Work
- Chartered Financial Planner - Director, Financial Planning @ (January 2020 - Present)
- Accredited trainer @ (January 2025 - Present)
- Training and Learning Committee and Kent Committee member @ (March 2023 - Present)
- Branch Head + Chartered Financial Planner @ LEBC Group (June 2015 - December 2019)
- Chartered Financial Planner @ (April 2005 - May 2015)
- Independant Financial Adviser @ Annuity Direct Ltd (October 2002 - March 2005)
- Senior Pensions Technician @ Winterthur Life (October 1998 - October 2002)
- Head of Pensions, Claims and New Business @ Century Life (August 1990 - September 1998)
Simon O'Connell Education
- Chartered Insurance Institute
Chartered Financial Planner (Financial Planning and Services)
Simon O'Connell Skills
- Pension Schemes
- Investments
- Wealth
- Wealth Management
- Saving for Education
- Self Invested Personal Pension Sipp
- Investment Advisory
- High Net Worth Individuals
- Sales
- SIPP
- Financial Analysis
- Pension Funds
- Wealth Management Services
- Protection
- Financial Advisory
- Marketing
- Income Protection
- Project Management
- Insurance
- Trusts
- Critical Illness
- Estate Planning
- Retirement
- Retirement Planning
- Holistic Financial Planning
- Pensions
- Inheritance Tax Planning
- Investment Strategies
- Accounting
- Self Invested Personal Pension
Simon O'Connell Summary
- Simon O'Connell, based in Maidstone, GB, is currently a Chartered Financial Planner - Director, Financial Planning at Evelyn Partners. Simon O'Connell brings experience from previous roles at Resolution, LEBC Group and Origen Financial Services. Simon O'Connell holds a Chartered Financial Planner in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Pension Schemes, Investments, Wealth, Wealth Management, Saving for Education and more. Simon O'Connell has 1 emails on RocketReach.
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Top Evelyn Partners Employees
Susan Miller-Jones
Chief People Officer
London, GB
Caroline Connell
Managing Partner
London, GB
David Smith
Managing Partner
Newcastle upon Tyne, GB
Fergus Caheny
Managing Partner
London, GB
Jason Hollands
Managing Director, Head of Corporate Affairs
London, England, GB
Adam Osper
Managing Partner, Financial Planning
United Kingdom
Bill Price
Managing Partner
Liverpool, GB
Lisa Henderson
Managing Partner
England, United Kingdom
Richard Mikdadi
Managing Partner
Bristol, England, GB
Martin Horton
CTO Evelyn Partners
Whitegate, England, GB
Niraj Vyas
Managing Partner - Midlands and South Wales
United Kingdom
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