WHIreland has appointed Sean O’Brien as Wealth Planner to its Poole office as part of continuing plans to grow its holistic, advice led wealth management offering to existing and new clients. Sean has over 13 years’ experience in financial services, specifically in the advice sector for the past 7 years within sales and managerial based roles.
Sean holds the Diploma in Financial Planning and is currently working towards chartered status.
Sean will be providing financial advice to existing and new clients of WHIreland in an increasingly complex financial landscape; helping them plan to achieve their financial goals. Commenting on his new role at WHIreland, Sean said: “Following the withdrawal of advice in a large majority of banks and building society’s in recent years, added to a significant reduction in the numbers of qualified Advisers registered in the UK it shouldn’t be surprising to see recent statistics that 43% of the public don’t know where to get Financial Advice. I believe it’s never been more important within an increasingly complicated financial landscape to have access to quality financial advice. I specialise in advice for individuals in all areas, whether for savings goals, growth of assets, retirement planning, protection of wealth or legacy planning. I look forward to providing financial planning here at the Poole branch and to increase our capacity to offer WHIreland’s services to more individuals.”
Announcing the appointment, Head of Wealth Planning at WHIreland, Christy Morrison, said: “Retirement and estate planning are key advice areas for our clients, therefore it’s vital we can offer tailored financial planning solutions to complement our discretionary investment services. We’re delighted to welcome Sean to the team as a dedicated, local wealth planner in our Poole office.”