Daniel O’Connor

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Investment & Wealth Management
  • Pension & Retirement Planning
  • Mortgage Planning
  • Lifetime Financial Planning
  • Later Life & Estate Planning
  • Personal Protection
  • Wills & Power of Attorney

Daniel O'Connor

Chartered Independent Financial Adviser, Abacus Associates

I am a Chartered Independent Financial Adviser from Hereford with strong links into the Herefordshire community. An ex-serviceman and former Invictus Athlete representing Team UK at the Invictus Games 2020 (held in 2022) in The Hague.

I provide jargon free financial advice dealing with all aspects of pensions, trusts, investments, insurance, and mortgages. My clients are from all walks of life and at various stages in their careers as I help them build their wealth and secure their future.

Whether you are an established investor, business owner or just starting out on your property or investment journey, I can assist and guide you through the process and help you discover how you can achieve your goals. I go the additional mile for my clients and ensure I tailor my advice to suit the client’s specific needs. Together we will work towards securing financial independence for you and your family.

Meaningful Work and Meaningful Relationships, through Radical Truth and Radical Transparency” Ray Dalio

All google reviews for my work from clients have been rated five stars, these can be found when you conduct a google search on Abacus Advisers Hereford.

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:

Create

ISAs, Junior ISAs, other general investments to suit your needs

Build

Mortgages, buy-to-let, other borrowing, cash management

Protect

Income protection, life insurance, critical illness, later-in-life

Enjoy

Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

Investment & Wealth Management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Pensions & Retirement Planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Mortgages

Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.

Lifetime Financial Planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

Later Life & Estate Planning

We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.

Personal protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Wills & power of attorney

Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

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