Meet our team
Experience built on solid foundations
Drawing on years of experience and knowledge, our team offers sound – and tailored – financial advice.
David O’Connor
BEng(Hons) APFS
Chartered Financial Planner
Tel: 0161 972 2842
Email: david@ipensionswealth.co.uk
David has over 20 years experience in advising on all aspects of financial planning from those with modest wealth to high-net-worth individuals and corporate clients. David is an expert adviser for Pensions, Investments, Inheritance Tax planning, and Protection with a passion for delivering the highest-quality service for his clients. David holds Chartered Financial Planner status, the professional body’s “Gold Standard” of excellence and integrity.
“I pride myself on being friendly and accessible for my clients. I’ll always be realistic with what can and can’t be achieved so that you know exactly where you stand. I look forward to working with you.”
Expert support and professionalism
We’re here to support you on your journey to financial wellbeing.
Rory Doherty
BA(Hons)
IFA Administrator
With an ambitious and diligent nature, Rory has a strong focus on providing the best possible service to clients. Rory is currently studying towards the Level 4 Diploma in Regulated Financial Planning, with the intention of progressing into a paraplanning role, before ultimately becoming a financial adviser in the future.
Working together for success
We are part of a larger group of companies that has been operating since 1998 in the financial sector, with a strong focus on the UK and international retirement landscape. The technology focus and diversity of the group is a gateway to specialist industry knowledge and experience, ensuring the very best support for our customers. Our group’s numerous industry awards are a
testament of the longstanding success and dedication of our wider team.
A safe pair of hands
We are proud to be an Associate Firm of the Professional Finance Society (PFS) and members of the Financial Vulnerability Charter. This aligns iPensions Wealth with the largest professional body for the financial planning sector and highlights our ongoing commitment to good safeguarding and advice practice.
We voluntarily demonstrate the adoption of the professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart.
The Financial Vulnerability charter promotes greater understanding, encourage appropriate behaviours, and establish good practice in respect of consumer vulnerability.
Contact us
Want to find out more about how iPensions Wealth could help you? Contact our team of experts today.