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
- 2020 -now Chartered Financial Planner - Director, Financial Planning @
- 2025 -now Accredited trainer @
- 2023 -now Training and Learning Committee and Kent Committee member @
- 2015 -2019 Branch Head + Chartered Financial Planner @ LEBC Group
- 2005 -2015 Chartered Financial Planner @
- 2002 -2005 Independant Financial Adviser @ Annuity Direct Ltd
- 1998 -2002 Senior Pensions Technician @ Winterthur Life
- 1990 -1998 Head of Pensions, Claims and New Business @ Century Life
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
David Smith
Managing Partner
Newcastle upon Tyne, GB
Ann-Marie Fpfs
Managing Partner
Chipping, GB
Fergus Caheny
Managing Partner
London, GB
Jason Hollands
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London, England, GB
Mark Cemap
Managing Partner
Exeter, England, GB
Bahador Mahvelati
Chief Operating Officer
London, 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
James Springham
Managing Partner
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