Tom ONeill
Chartered MCSI, BSc
As Director and Financial Planner at Bannau Wealth, I harness my background in the world of investments, cultivated through my time with some of the UK's leading wealth management firms. With a career steeped in the intricacies of the stock market and extensive experience in investment and financial planning, I am dedicated to providing personalised financial solutions built through trust-based relationships.
I provide a no-obligation initial meeting and If I find that I am unable to assist you, I will certainly guide you towards the appropriate resource.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
I founded Bannau Wealth, offering a distinctive approach to financial planning that's deeply rooted in an appreciation for the balance between prosperity and well-being. Our practice, built on the pillars of growth, protection, freedom, and well-being, is dedicated to transforming the financial landscape for business owners, professionals, and directors. From our South West base, we're committed to developing bespoke financial strategies that resonate with our clients' varied goals and aspirations.
My journey in finance spans nearly a decade, highlighted by a pivotal seven years at St. James's Place, from managing £100 million as a senior stockbroker to working as a financial Adviser at two of St. James's Place's larger Practices. My rich background in investment planning and financial planning, along with a talent for simplifying complex concepts, is the foundation of Bannau Wealth. This venture is more than a business; it's the manifestation of my commitment to empowering clients to navigate their financial paths with confidence, aiming for a future that is both prosperous and fulfilling.
Driven by a passion for making a significant impact and inspired by the harmony between nature and fitness, Bannau Wealth was conceived with the dream of elevating financial planning beyond traditional boundaries. We're focused on creating legacies of financial freedom, security, and well-being. Moving forward, our mission remains unwavering: to revolutionise financial planning through a holistic, personal approach, ensuring every client is ready to embrace their future with optimism.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
