Mark O'Neill FPFS
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Mark O'Neill FPFS is a highly qualified Independent Financial Adviser with over 20 years of experience. Based in the United Kingdom, he provides personalized service to clients in the North West. Mark assists new and existing clients in restructureing portfolios and arranging investment for over $250,000. He also provides expert advice on inheritance tax planning and estate planning, offering tailored recommendations for individuals and families. Mark is a Director of True Bearing Chartered, regulated by the Financial Conduct Authority. His specialties include investment advice, private clients, trustees, attorneys, and pensions.
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A Fellow of the Personal Finance Society, Mark is one of the most qualified Independent Financial Advisers in the country. With a passion for face to face advice and regular reviews, Mark provides a personalised service to clients throughout the North West from a practice built upon reputation. • Investments, Retirement and Tax Efficient InvestingTypically, Mark assists new and existing clients to restructure existing portfolios and arrange new investment for values in excess of £250,000. Your objectives for income and growth are carefully considered in line with a thorough risk profiling process to ensure that needs are met both now and over time in the most tax effective manner.• Inheritance Tax PlanningMany clients have benefitted from a personalised IHT report seeking to reduce or eliminate what Mark feels is a “voluntary” tax upon their estates. For transferring wealth to beneficiaries or gaining greater control over your estate planning, expert guidance is provided upon proven planning methods. Advice is available upon the wide range of solutions including life assurance, trusts, and investments that could potentially reduce the liability upon your estate after two years. • Care Fees Planning ServiceMark helps to ensure that people can afford their chosen quality of care for life, without having to worry about the open ended erosion of their savings and investments. A tailored report is created for you with specific recommendations including Immediate Care Plans if appropriate which Mark is licenced to recommend. Whether you are seeking advice for yourself, your business or acting as a Trustee or Deputy for those in care and unable to manage their own affairs, Mark is used to dealing with higher value investment planning and more complex matters.Mark is a Director of True Bearing Chartered. True Bearing are authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice.Specialties: Investment advice to; private clients, Trustees, Attorneys and on Court of Protection matters.Care fees planning and inheritance tax mitigation. Pensions and the wide range of “at retirement” options to help clients maximise funds at, and in retirement.
...See MoreWork Experience
Chartered Financial Planner | Director
Director | Chartered Financial Planner
Financial Services
Mark O'Neill FPFS's Professional Milestones
- Director | Chartered Financial Planner (2003-01-01~): Successfully managed complex financial plans, optimizing strategies and fostering client satisfaction.
- Chartered Financial Planner | Director (2003-01-01~): Guided clients through the process of building investment strategies, positioning the company as an industry leader.
Certification
Colleagues
David Houghton APFS
Associate Director | Chartered Financial Planner
Susan Peary CMgr FCMI
Managing Director
Helen Lupton FCMI fCMgr
Company Director
Mike Clarke
Chartered Financial Planner | Director
Susan Peary
Managing Director
Other Named Mark O'Neill FPFS
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Mark O'Neill FPFS works for True Bearing Chartered Financial Planners
Mark O'Neill FPFS's role in True Bearing Chartered Financial Planners is Director | Chartered Financial Planner
Mark O'Neill FPFS works in the industry of Financial Services
Mark O'Neill FPFS's colleagues are David Houghton APFS,Susan Peary CMgr FCMI,Helen Lupton FCMI fCMgr
Mark O'Neill FPFS's latest job experience is Director | Chartered Financial Planner at True Bearing Chartered Financial Planners