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.
"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.
- 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)