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Jason O’Connell
Jason O’Connell
Vice President International Pensions

Hi, I'm Jason O’Connell

Pensions, investments, Savinga, Retirement Planning, Life assurance and Wills

Jason is a fully-qualified Financial Advisor, accredited by the Institute of Bankers of Ireland in pensions, investments, savings and life assurance.

Jason says:
"Wherever you find expats, you find people who really need some good, timely advice – advice they can rely on; after all, it’s their future financial security that’s at stake. Being a member of a professional body is key to building confidence I think; that’s why I’m a founding member of FEIFA (the Federation of European Independent Financial Advisers), which has been running since 2009.

I specialise in international Will creation with particular expertise in Interim Guardianships. With my extensive knowledge of multi-jurisdictional estate matters and inheritance tax-planning, I’m someone who can really help you with your estate and settling it easily. It’s often the case that people try not to think of their own death; but to ensure smooth transition and avoid intestation, it’s vital it’s sorted out quickly by an expert - especially if your estate is complex.

I also know a fair deal about international pension analysis and transfers, and fully-holistic financial planning, so anyone who needs help – not just those planning for old age and beyond – I’m here to help!"

Jason has a Professional Certificate in Financial Advice and is actively studying towards achieving the CISI International Certificate in Wealth Management.

Employment History
Employment Highlights
More About Me

Employment History

  • Vice President – Holborn Assets LLC (2016–Present)
  • Senior Partner – Holborn Assets LLC (2013–Present)
  • Co-founder/ Executive Board Member – FEIFA (2009–Present)
  • Senior Consultant - De Vere & Partners (2003–2005)
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