Neil O’Malley

Financial Planner

Reviews and Ratings for Financial adviser Neil O'Malley, Bank

Get to know Neil

Neil has worked in financial services since 2001, joining Helm Godfrey in 2005 prior to its acquisition by Argentis in 2023. He specialises in providing comprehensive financial planning advice, assisting clients in creating and managing their wealth.

He enjoys guiding clients through complex decisions and developing personalised financial plans. As clients’ circumstances evolve, Neil believes in maintaining ongoing relationships through regular reviews to ensure their goals continue to be achieved.

Outside of work, most of Neil’s time is spent with his partner, their three children, and the family dog. When he finds a spare moment, he enjoys playing golf and a range of other sports, as well as socialising with friends.

In the spotlight

The most important quality in a financial planner is:

The most important quality in a financial planner is trustworthiness. Clients need to feel confident that their adviser has their best interests at heart, provides honest guidance, and acts with integrity. Alongside this, being knowledgeable, approachable, and able to communicate complex financial topics clearly ensures clients feel supported and confident in the decisions they make.

A cause or charity close to my heart is:

A cause that is particularly close to my heart is Lupus UK. I have personal experience of how this condition affects people, as my partner lives with lupus, and I support the work the charity does to raise awareness, fund research, and provide support for those affected.

My favourite holiday destination is:

My favourite holiday destination is Greece, specifically Zakynthos. Over the years, it has been the backdrop for many of our family holidays, where we’ve made countless memories together. I enjoy the mix of beautiful beaches, local culture, and relaxed pace of life, which makes it the perfect place to unwind and spend quality time with my partner and our three children.

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