Skip to main content
Search

Ryan O’Connell

Financial Planning Consultant DipFA, CeMAP®, CertLTCP, CeRER in Wimborne

A little bit about Ryan

I’m Ryan, a financial adviser who focuses on the person first, rather than the product. I guide clients to financial freedom—where work becomes optional—allowing them to maintain their desired lifestyle while dedicating time to what truly matters. Financial security isn’t just about money; it’s the freedom to live life on your terms, planning for the future without sacrificing the present.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Certificate in Regulated Equity Release

  • Develops specialist knowledge to understand different customer needs and to be able to advise on the different types of equity release products and the risks and benefits associated with taking out a scheme.

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Certificate in Long-Term Care & Later Life Planning

  • CertLTCP is a specialised qualification covering the UK long-term care planning environment, including the responsibilities of the NHS and local authorities, long term care insurance and the financial assistance options available.

More about me

I follow a three-step process with my clients:

  1. Discovery: Our initial meeting focuses on you - where you are now and where you want to be. Understanding your unique story is paramount.
  2. Financial Planning: In this meeting, we answer the critical question: ‘How much is enough?’ When does work become optional for you to maintain your desired lifestyle and spend time doing what truly matters?
  3. Implementation: During this meeting, we review my recommendations and implement any advice that is appropriate in helping you get to where you need to go.

Outside of work, I cherish time with my wife, Kate, and our daughter, Lily. We’re passionate about cruising, enjoying incredible sunsets and the excitement of waking up in a new place every day. We also love visiting National Trust sites like Kingston Lacy and Stourhead, where we immerse ourselves in the beautiful and well-preserved scenery.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 10 April 2024.