Sean O'Brien Financial Adviser
About Sean O'Brien Financial Adviser
Experienced qualified financial planner, specialising in retirement planning, investment advice, protection products in Dorset and surrounding areas,
Reviews
Great event nice and early this morning with the Dorset Chamber of Commerce at Dudsbury Golf Club, meeting with faces old and new
What a fantastic setting for a breakfast meeting at Milton Abbey school.
#Hogwarts #Chamberofcommerce
Heads up for parents: If you don't currently have any cover this is definitely a good place to start... FREE life insurance absolutely no strings attached. This is limited to 12 months protection on each parent, but you can sign up any time before your child is 4 years old.
... Full details and cover conditions:
https://www.aviva.co.uk/…/life-prod…/ free-parent-life-cover/
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Top 15 Global Brands market capitalisation,
So interesting to see the evolution of these brands, particularly the speed of the dominance of Apple
Great event with the Under35’s financial planners yesterday held by Kames Capital, Brilliant content and company as always
Hands up who else gets excited by fixed income on a Thursday evening ✋🏻... just us then!?
... #financialadvice #fixedincome #planners #localbusiness
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Good for them: innovating to match what markets want and it worked!
The V word doesn't sit well with everyone, but profits do!
https://uk.finance.yahoo.com/…/greggs-h ikes-profit-outlook-…
https://www.linkedin.com/…/urn:li:activ ity:6495602179687088…
I have so many conversations with people about NI contributions! State pension may not make you a millionaire but it makes a difference for the majority.
https://www.accountancydaily.co/hmrc-warn s-200000-parents-r…
Busy out and about with client visits over the next couple of weeks! Book in asap if you need me before the festive break. 🎄
07773146332 or 0800901903
... In Poole and Dorchester for visits all next week, drop me a line for any of the following:
• Pensions • Investments • ISAs • Life Insurance • Income Protection • Private Medical Insurance • Lending and financing
#financialadvice #localbusiness #investments #insurance #Christmas
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What a treat this morning at Athelhampton House attending the Presidents Breakfast for the Dorset chamber of commerce, with some bonus Christmas carolling! Would highly recommend the location.
Prince Charles in Poundbury today... you may have seen him outside our office... had him booked in for his annual portfolio review with us of course 😉
https://www.dorsetecho.co.uk/…/17255585 .prince-charles-in-…/
https://www.ft.com/con…/af877acd-c943-3 ea4-ab77-4251830baa02
Hi all, had lots of questions lately about Vitality, if you need any help I can provide advice on their Investment products, Life Insurance and Private Medical Insurance offerings. If you want more details about the Apple Watch drop me a message
https://www.vitality.co.uk/…/pa…/acti ve-rewards/apple-watch/
Breakfast meeting yesterday, nice views make up for early starts!