The Divorce IFA is me, Phil O’Connor, a Resolution Accredited Independent Financial Adviser (IFA). I specialise in the financial aspects of divorce settlements especially those involving pensions.
I qualified as one of the first Resolution Accredited IFAs in February 2007 and I received my reaccreditation in July 2012. At current count there are approximately 30 IFAs who hold this specialised qualification. (The overall number of advisers in the UK is approximately 20,000).
In 2014 I was asked to help to set and mark the new Reaccreditation and Accreditation rounds of the Resolution Accredited Independent Financial Adviser qualification to increase the numbers of advisers working in this specialised area.
I regularly attend the Greater Manchester Collaborative Law, Merseyside Collaborative Law POD and Bolton POD meetings and I was previously joint chair of the Manchester Pod in 2012. I am also an affiliate member of Resolution.
I trained as a mediator in 2014 with the Family Mediation Association.
I am married to Gill with two children, Lauren and Lewis and I have a Jack Russell called Toby. In my spare time I enjoy coaching at Bolton Lads & Girls Club, playing golf and walking.
My Qualifications / CV
You can find out more about my qualifications here.
Ever since my parents divorced back in 1994 I have wondered whether there was a better way to resolve the issues surrounding financial settlements on divorce. With the range of dispute resolution choices available to you today and the wider financial options available this is much easier than it ever was in 1994.
Twenty years on my purpose is to help you make better, more informed decisions on all aspects of your finances during and beyond divorce, saving you time and money and providing peace of mind and security.
I do this by spending time understanding you and your family’s needs and working through and showing you the consequences of every decision you make.
I take time to educate and inform you on the range of options available, the pros and cons of each option and the likely outcomes for you and your family. You will receive individual advice and guidance from me tailored to your own circumstances.
Phil’s assistance has been, and continues to be invaluable. He has advised on a number of complex cases with significant pension assets which has meant I am absolutely reassured my client’s are being properly advised from the outset by someone who not only is clearly an expert in their field but explains things in a user friendly way. Phil assistance in an advisory capacity has helped my client’s to make sure they not only get the best result but also to ensure, moving forward, we can look at not only the pension share but where is the best place for that to be held to maximise the return.
Phil is always available to advise and answer any questions I have, including helping to decipher actuary reports to my client’s best advantage. I would genuinely and wholeheartedly recommend his services to any family lawyer and would say he should be involved in every case where there are pensions involved.”