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  • Download The Handbook For Long-Term Care

    Download The Handbook For Long-Term CareDo you need help with planning long-term care for yourself or a relative?

    BlueSKY has partnered with Symponia, the organisation for care fees planning specialists, to produce The Ultimate Care Fees Planning Handbook, a guide for long-term carers.

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Reading Inheritance Tax Adviser David O'Connor

Reading inheritance tax and long-term care fees adviser David O'Connor of BlueSKY David O'Connor Dip PFS, LLAA
Independent Financial Adviser

  • Citizens Advice MoneyPlanner of the Year Award Winner 2009
  • Full Advanced Financial Planning Certificate (AFPC)
  • Founder member of Symponia
  • Accredited member of the Society of Later Life Advisers (SOLLA)
  • Studying to become a Chartered Financial Planner
  • Qualified Life-Coach

David has over 17 years experience in financial services and advises on all areas of financial planning. He specialises in elder client care with regard to such issues as inheritance tax and estate planning, equity release, investments, long term care fees planning and pensions in and at retirement.

Accredited member of the Society of Later Life Advisers (SOLLA) David holds the full AFPC, is a founder member of Symponia (the leading organisation that sets the standards for care fees planning) and is an accredited member of the Society of Later Life Advisers (SOLLA). David is currently studying to become a Chartered Financial Planner and in addition he is a qualified Life-Coach through the British Coaching Association.

David was awarded the Citizens Advice MoneyPlanner of the year Award 2009 by the Personal Finance Society (PFS) for his work at the Citizens Advice Bureau.

Please click here to find out about David's invaluable free booklet The Ultimate Care Fees Planning Handbook

Find out about David's partners

Contact David