Financial Affairs

read moreWe constantly look at our industry norms and are not afraid to challenge these and move in the other direction if we think it's wrong. We are extremely proud of our heritage but are now using the latest technology to deliver a traditional face to face service. Many companies are using available technology to improve margins, remove client interactions and automate as much as possible. At Financial Affairs we are using these technologies to create more time and better interactions to deliver an exceptional traditional service.

read moreWhilst many of our competitors seek to use new developments in technology to remove face to face interaction with clients, we remain committed to the delivery of a traditional comprehensive service at a comparable cost to online or streamlined alternatives. In 1971 my Father, Michael O'Connor, was the financial controller at Associated Co-Operatives Creameries looking after the milk supply to the North East of England. Whilst trying to organise the insurance renewal for the group in 1971 he became increasingly frustrated that despite paying a hefty 10,000 in insurance premium (140,000 in todays money) the insurance broker would not visit him to go through the renewal in detail and answer his queries.

read moreWe operate with a PLAN, DO, REVIEW mentality with both our internal and external operations. What that means for you is that we never rest, always reviewing what our original recommendations were to ensure continuous suitability of our advice. It is our belief having a market leading compliance and quality control within our business helps us deliver exceptional service and peace of mind to our clients. As a testament to this, we recently were awarded an A rating by the Gilchrist Standard, their top award.

read moreWorking with my brother in the family firm to carry forward the heritage and commitment that our family thrive on. Getting a Thank You card from our clients to confirm they had booked a holiday with their tax saving. There's nothing more rewarding than knowing we've helped our clients to live a better life. We've put together a handy guide to help give you some clarity during this uncertain time.