69 reviews | 1 verified advisers
Review for David O'Connor
What were the circumstances that caused you to initially look for a financial adviser?
I transfered my pension from a DB scheme
How has David helped you?
Yes David helped witht the transfer and the susequent investments
Have you seen the outcome you were hoping for?
Yes, more than happy
Review for David O'Connor
What could they have done better?
Not applicable
What were the circumstances that caused you to initially look for a financial adviser?
My initial need was regarding a personal pension plan transfer from one provider to another and latterly there has been inheritance planning when my husband was terminally ill.
How has David helped you?
David has been outstanding after he passed away. He has been an excellent source of guidance in all my financial affairs. I value both his opinion and his guidance.
Have you seen the outcome you were hoping for?
Yes, am very satisfied with the way my affairs have been handled.
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?
We wanted to move our offshore pensions (QROPS) back into the UK and David offered specialist advice in this area
How has David helped you?
A smooth transition from QROPS to UK based pensions- albeit it took almost 12 months which was not David’s fault.
Have you seen the outcome you were hoping for?
Yes
Review for David O'Connor
What could they have done better?
A few times I was unable to contact David or his associate. Better communication on availability would have been appreciated
What were the circumstances that caused you to initially look for a financial adviser?
Moving a pension from Ireland to the uk
How has David helped you?
Had experience of this. Was able to understand quickly the requirement. Didn't try and complicate it and explained the process clearly
Have you seen the outcome you were hoping for?
Yes
Review for David O'Connor
What could they have done better?
Nothing significant that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
I was transferring back to UK after a number of years overseas and needed to find a UK registered FA to provide advice regarding a QROPS pension and other assets and investments.
How has David helped you?
David has always provided prompt and helpful guidance. He is very easy to work with and has a good back-up team as well. I can be assured of quick responses to any queries and we have regular 'check-in' sessions through the year to review progress, discuss any changes and he gives me information on overall market outlooks and investment forecasts. He has been especially helpful if the reassignment of my QROPS into a UK-based pension platform that better suits my needs now I am fully UK-based again.
Have you seen the outcome you were hoping for?
Yes, the investments in my pension fund have broadly performed well and some very well. Pension fund growth has been above initial expectations so far.
