Anthony O’Connor Chartered MCSI

Chartered Financial Planner


Role & Experience

Anthony heads up our Manchester office and joined RPG Wealth in 2013. Anthony has over 15 years' experience in Wealth Management in both the UK & Ireland. Prior to joining RPG Wealth he worked for 8 years serving in prominent positions within HSBC bank where he primarily specialised in managing the needs of the bank's affluent clients. Anthony is also a member of the RPG Wealth Investment Committee.

Qualifications & Memberships

Anthony has been awarded Chartered Financial Planner status and is currently working towards becoming a Certified Financial Planner. He holds the following qualifications.

  • Bachelor's Degree Business Management
  • Advanced Diploma Financial Planning
  • Associate Member Chartered Insurance Institute
  • Associate Institute of Financial Planning
  • Chartered Member of the Chartered Institute of Securities and Investments
  • Associate Member Personal Finance Society
  • Student Member of Chartered Institute of Taxation

Advice Areas & Typical Clients

Anthony is responsible for the Corporate Financial Planning offering for the Group and in particular delivering RPG Wealth's Auto Enrolment Solution for its clients. Anthony's typical clients include;

  • Company Group Schemes
  • Business Owners
  • Personal Injury Trusts
  • Charities
  • Pre & Post Retirement Planning
  • Protection
  • Investment Advice

Outside of RPG Wealth

Anthony is married and spends the majority of his down time enjoying his three young children. He loves travelling especially to his native Ireland and the South of France. He takes a keen interest in developing his knowledge which is demonstrated through his continued study and development.

aoconnor@rpgwealth.co.uk

Expert advice. Personal touch.

London

Manchester

North Wales

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