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HJ Wealth Management Ltd is an Independent Financial Advice business proudly based in Newcastle upon Tyne.

Our small team take the complication out of financial planning and deliver personalised face-to-face financial advice to business owners, trustees and high net worth individuals across the North East and further afield.

Being part of the Advanta Group of companies allows us to deliver the highly personalised service of a small business, coupled with the strength and depth of knowledge offered by a national financial planning organisation.

Our Services

Financial Planning

Identifying key life goals and helping you work towards them.

Pension Planning

From simple retirement planning right through to syndicated commercial property purchases within a SIPP.

Personal Injury Claim Investments

Working alongside trustees and court of protection deputies to provide investment and income solutions for claimants.

Inheritance Tax Planning

Creating a clear strategy to help you maintain wealth through the generations of your family.

Business Protection

Continuity planning for business owners and their families.

Personal Protection

Helping you protect your family in the event of death or illness.

Investment Management

Carefully constructing risk-rated portfolios to match your needs and objectives.

NB: the value of your investments can go down as well as up and you may not get back the amount you invested.

Cashflow Modelling

Building detailed forecasts that bring your future plans to life.

Meet the Team

HJ O’Connor APFS

HJ O’Connor APFS

Chartered Financial Planner

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Owner and adviser Harry O’Connor is a Chartered Financial Planner with over 20 years’ experience in financial services. He focusses on the needs of high net worth individuals, business owners and trustees.

His love of travelling is only matched by his obsession with food.

T: 07572 222710

Andy Wood DipFA

Andy Wood DipFA

Financial Planner

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Having started his career as an independent financial advisor, Andy then spent several years in project management and compliance roles. Following the sale of his firm in 2015, he was excited to be given the opportunity to re-join the industry working with long term friend Harry O’Connor to help launch HJWM.

As a father to young twin boys, he has limited scope for hobbies but does enjoy the occasional game of badminton.

T: 0191 691 9946

Bradley Thompson

Chartered Financial Planner

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Brad has been working in the financial services profession since 2008. He has been advising clients for 10 years and ran his own independent firm before joining HJWM.

He spends his spare time enjoying the great outdoors with his wife and labrador, often rounding off a long muddy walk with a visit to a country pub.

T: 07775 622214

Michael Moult

Michael Moult DipFA

Paraplanner

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Michael joined HJWM in October 2017 having graduated from the University of Leicester in July 2017 with a 2:1 in economics. He is currently studying for the Diploma in Financial Planning.

He is a keen golfer playing off a handicap of just 5.

T: 0191 691 9771

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