Marcia O'Connor, Liberty Plus Financial Services Ltd
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Club name: | Bury |
| Category: | Independent Financial Adviser | |
| Company: | Liberty Plus Financial Services Ltd | |
| Address: | Liberty House 30 Moorland Rise Haslingden Rossendale BB4 6UA | |
| Telephone: | 01706 231398 | |
| Mobile: | 07974 423926 | |
| Website: | View my website | |
| Email: | Send me an email | |
Business Description
My name is Marcia O'Connor and I am the Managing Director of Liberty Plus Financial Services Ltd, providing high quality, holistic, independent advice to businesses and private clients. The office is based in Haslingden, and I have over 30 years experience in all aspects of independent financial planning, such as:
Retirement planning: Executive pension arrangements, Personal pensions, SIPP's, Group Schemes. In addition, I advise on all aspects of annuities, conventional, drawdown, phased, unit linked and withprofits.
Savings & Investments: ISA's, National Savings, Oeics, structured products, savings for children, onshore & offshore bonds.
Life & Health Protection: Life assurance, mortgage protection, whole of life assurance, private medical insurance, critical illness cover, business protection, key-person insurance, income protection, income protection, buildings & contents insurance, payment protection insurance.
Mortgages: I can provide access to advice on new purchases, re-mortgages, buy to let, or equity release.
Long Term Care: I can help you to consider the options available to help pay for care and assist to minimise the impact of long term care fees.
Tax Planning: I will guide you through the various tax efficient protection and investment products making use of trusts and tax allowances available.
My Testimonials
I instructed Marcia to deal with a number of financial matters for me and my family. Throughout, she has been both personable and professional.
Marcia has taken matters off my hands and been able to offer me a number of options which have saved me money and afforded me flexibility.
I would not hesitate to recommend Marcia to anyone.
Accreditations & Qualifications
Level 4 Diploma for Financial Advisers (DipFA)
Certificate in Regulated Equity Release (CeRER)
Certificate in Lifetime Mortgages (CeLTM)
Certificate in Mortgage Advice & Practice (CEMAP)Financial Planning Certificates)
Financial Planning Certificates 1,2 &3
