Contents

About Us

Favourite Links

Contact Information

Biographical Information

Personal Interests

About Us

O'Halloran & Co. is a partnership company based in Lincoln, England.  

There are three partners;

Mr Terence P. O'Halloran - Chartered Financial Planner and Independent Financial Adviser

Mrs Linda A O'Halloran - Personal & Commercial Lines, Insurance Broker, Administration

Ms Eleanor Downie - Chartered Financial Planner, CeMap, and Independent Financial Adviser

Although the Company has been in business for over 35 years, two of the three partners joined some 5 – 10 years after Terry P. O'Halloran started the business.

There are two fully qualified Financial Advisers and a Taxation Consultant.

The General Insurance department has been transferred to Equity Insurance Group in Doncaster. Linda O'Halloran remains at O'Halloran & Co in an administrative roll with the added advantage of her experience in the General Insurance environment.

A full administration team backs up all the principals to make sure that the client's needs are met, fully, within their own timetable.

 

Back to top

Favourite Links

 

  Life Publications

   O'Halloran Financial Management Services - Fee-Pac (TM)

Like the Idea of Getting Paid every time YES!!! why not visit my site to see how it is done

What is Terry up to? Visit his personal site to find out

To find a local will maker visit www.FindaPro.co.uk

 

 

Back to top

Contact Information

 

O'Halloran & Company

St James Terrace

88 Newland

Lincoln LN1 1YA

 

Authorised and Regulated by The Financial Services Authority

E-mail address: tpo@ohal.org

Web address: www.ohalloran.org.uk

Office phone: +44(0) 1522 537491

Office fax: +44(0) 1522 540442

 

 

Back to top

 

Biographical Information

Terence P. O'Halloran

Bachelor of Science in Business Administration

Fellow of the Chartered Insurance Institute. [Life and Pensions]

Associate Member of the Institute of Financial Planners

Chartered Financial Planner

 

Terry P. O'Halloran started in the Insurance Industry over 35 years ago.  He was soon joined by two partners – Linda O'Halloran & Eleanor Downie.

 

As a consummate insurance professional, Terry feels passionately about the industry and strives continually to raise overall standards within it.   With this in mind he has become a well respected author of six books – representing different aspects of the profession. He is frequently asked to give presentations on various topics from ‘Communicating technical concepts to ‘Trusts' and their practical usage together with running a fee-based practice.

 

His book 'If Only Politicians Had Brains' opens up the debate on many topics. For more information on the book visit our publishing web site at LifePublications

 

Terry was asked by industry colleagues to put on a seminar/workshop to explain in understanding terminology 'How to Run a Fee-Based Practice'. This is as a result of running his own Fee-based practice for over 20 years and selling the manual - FEE-PAC^TM.

 

Following a very succesful pilot day in Grantham in January he put on seminars around the country, from Edinburgh to London and Bristol to Grantham. These went very well and with positive feed back he has decided to put some more on later in the year. If you think this might be something you are interested in why not e-mail him and register your interest - let him know when and where you would like to see a seminar/workshop being held. Full details can be found on www.getting-paid.co.uk

 

 

Back to top

Personal Interests

Terence P. O'Halloran is an Independent Financial Adviser with over 35 years experience in the industry. To read some of Terry's personal comments about events in the Insurance Industry why not visit his personal site at www.terryohalloran.com

He established his practice in Lincoln in 1970 and it has steadily grown since then.

Early in his career he realised that there was a serious need for anglicised technical books that were both easy to read and understand.

His first venture - 'You Sign a Little Cheque We Sign a Big One' - was so successful that very quickly this was updated to 'You Sign'.

Soon other professionals began to experience and benefit from the writings of Terence O'Halloran and it was not long before he undertook his biggest venture 'Mountains Out Of Molehills' for communicating technical concepts. .

Terence has always made full use of his experience and this can be seen by his prolific use of actual cases. With 'Mountains Out Of Molehills' a partnerships was formed with the illustrator Bob Lole and so was born the family of Lole's Moles - characters used throughout the book to make the reading and understanding much easier.

More recent publications are - "'Trusts' - A Practical Guide" and "'Stakeholder Pensions' - A Practical Guide" is latest book "If Only Politicians Had Brains" is another hit with the readers. More details of all the books can be found at Lifepublications own web site.

Terry O'Halloran's latest book is a joint venture with Andy Lopata and Stephen Harvard Davis. Building a Business on Bacon & Eggs. Have you ever wondered what a Breakfast Club is all about? Have you wanted to join a Breakfast Club? or do you see yourself setting a Breakfast Club in your local area? This is networking at its best. The book will tell you all you need to know to get started. It will cost you more than the price of the book to sit down and work it all out for yourself.

More details of all the books can be found at Lifepublications own site.  

 

Back to top

 

Last revised Date: 6 January 2009