Mike O'Neill - Senior Consultant - Cambridge
Qualifications
BSc (Hons)in Economics
Institute of Financial Planning - Certified Financial Planner (CFP)
CII Examinations:
- Chartered Financial Planner
- Associate of the Chartered Insurance Institute (ACII)
- Advanced Financial Planning Certificate (AFPC)
- G10 Taxation & Trusts
- G20 Personal Financial Planning
- G60 Pensions
- K10 Retirement options
- K20 Retirement investment options
- CF9 Pensions simplification
Experience
Mike joined the employee benefits consultancy Noble Lowndes after graduating in 1983. He remained with the company until 2001 working initially in group pensions consultancy and from 1997 as an independent financial adviser.
In 2001 he became a founding partner in Roebridge Financial Management before establishing Quadrant Financial Planning Limited in 2003. In October 2005 Quadrant joined forces with LEBC Group and Mike became a Senior Consultant with the company.
He has a wide range of experience in advising companies in relation to employee benefits and individuals in relation to personal financial planning.
The Institute of Financial Planning has granted Mike the Certified Financial Planner (CFP) licence, which is an internationally recognised qualification.In 2005 he was awarded the status of Chartered Financial Planner by the Chartered Insurance Institute.
Specialisation
Retirement Planning and options, corporate pensions and risk benefits.