O'Connor Wealth Management

Founded in 2003 by David O'Connor, our firm has built a reputation for delivering tailored wealth management solutions to private and corporate clients. We operate as a Managing Partner Practice of St. James's Place, combining local expertise with access to a nationally recognised financial services provider. Our approach focuses on establishing long-term relationships through face-to-face advice, whether delivered at client homes, via digital platforms, or from our Rearsby office. We specialise in creating comprehensive financial strategies that evolve with changing circumstances, covering investment management, retirement planning, and intergenerational wealth transfer. Our team maintains ongoing monitoring of financial plans to ensure continued alignment with client objectives.

As an FCA-authorised representative, we adhere to strict regulatory standards while maintaining personal service levels. We serve diverse client segments including business owners, senior executives, and retirees, offering specialist banking solutions alongside traditional wealth management services. Our commitment to client-centric advice has sustained growth over two decades, supported by a structured process that balances technical expertise with personal accountability. We prioritise transparency in all communications and maintain regular reviews to adapt strategies to market conditions and life changes. Our practice philosophy remains rooted in the belief that enduring client relationships are built through consistent delivery of professional excellence and ethical conduct.