About Us

The Medical IFA is a trading style of Whitewell Financial Planning, which is owned and run by Phil O’Connor, a Chartered Financial Planner. Phil also holds Certified Financial Planner status and is a Resolution Accredited Independent Financial Adviser.

Phil worked for three large accountancy practices for 11 years – KPMG, Baker Tilly and Haines Watts before setting up his own advisory practice in 2008.

During this time he has provided financial planning and advice to senior medical practitioners including Consultants, GPs and Physicians.

Our Purpose

Our purpose is to help you make better, more informed decisions on all aspects of your finances, saving you time and money and providing peace of mind and security.

We do this by providing a bespoke and personal financial planning service to ensure you have a greater level of understanding of your goals, your objectives and your risk tolerance, which enables us to give the best possible advice based on our expertise and experience, common sense and the best available technology.

We take time to educate and inform you on the range of options available, enabling you to make better financial decisions, leading to better long term outcomes.

We are committed to creating a company which is rewarding, vibrant and fun to work for, caring towards both our clients and our employees and sustainable and profitable for its shareholders, whilst meeting its wider social responsibilities.

We believe in mutually beneficial relationships with our clients, partners and suppliers.

You can find more information on our services here.

Our values

  • Trust is our foundation – we are independent, impartial and honest.
  • We pride ourselves on delivering quality and value for money.
  • We endeavour to build long lasting relationships.

Our Mission Statement

To enrich our client’s lives with quality financial planning and advice.