52 reviews | 1 verified advisers
Review for David O'Connor
What could they have done better?
I would say that everything was handled well as it stands thank you.
What were the circumstances that caused you to initially look for a financial adviser?
You need expert advice when it comes to planning for your future income. It's important to get it right especially now with the change of Government.
How has David helped you?
Advice and actioning my Pension Annuity.
Have you seen the outcome you were hoping for?
Yes I have. David went that extra mile to investigate my options and to implement the best one for me.
Review for David O'Connor
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has David helped you?
Worked with complex situation of retiring in UK while I was moving and Immigrating to Canada
Have you seen the outcome you were hoping for?
Yes
Review for David O'Connor
What could they have done better?
Can’t think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Unsure how to manage my money to its best advantage
How has David helped you?
Clear and informed guidance and support
Have you seen the outcome you were hoping for?
Absolutely
Review for David O'Connor
What could they have done better?
Nothing. David provided me with quality and timely advice and responses to all my queries at all times.
What were the circumstances that caused you to initially look for a financial adviser?
David took over being my advisor when my former advisor left David's firm.
How has David helped you?
David helped me ensure that my pension fund investment is and remains valid, meets my investment objectives and my risk profile.
Have you seen the outcome you were hoping for?
Yes
Review for David O'Connor
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for an pension transfer specialist to transfer my pension from Malta to England.
How has David helped you?
He took full charge of it & completely successful .
Have you seen the outcome you were hoping for?
One hundred per cent .
