Mike O’Neill

Senior Associate

Liverpool

Experience

I am part of the financial planning team within the business and work closely with our clients to establish and maintain effective financial strategies which are aligned to their objectives, helping them to meet their goals.

I have nearly a decade of experience in financial services having started out in retail banking in 2014. Seeking a new challenge, I moved into the financial education space where I gained an appreciation of the impact a thorough, well thought out plan can have on an individual’s finances. It was whilst working in financial education that I gained my diploma in Regulated Financial Planning and have been advising clients on their personal and business assets since 2019.

The Verso Liverpool Team

Build, protect and manage your wealth

Verso Wealth Management

Grow, develop and manage your investments

Verso Investment Management

Learn about our national financial advice and investment group

Verso Group

Verso comprises of two regulated subsidiaries; Verso Wealth Management Limited – Registered in England & Wales No. 02625986, Authorised and Regulated by the Financial Conduct Authority – 153871. Verso Investment Management Limited Liability Partnership Registered in England & Wales No. OC351100, Authorised and Regulated by the Financial Conduct Authority – 517235.

Neither Verso Wealth Management, Verso Investment Management or its associated subsidiaries can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Policy before completing any enquiry form or before sending an email to us.

Mike O’Neill

Experience

The Verso Liverpool Team

Vikki Adams

John Brougham

Carly Dunningham

Quentin McCormick

Scott McKenna

John Millington

Simon Noakes

Graham Paul

Sarah Picton

Julie Riley

Steve Robertshaw

Sheila Rodgers

Paul Rodriguez

James Smith

Lydia Taft

Lyndsey Wild

Build, protect and manage your wealth

Grow, develop and manage your investments

Learn about our national financial advice and investment group

Take the first step today