66 reviews | 1 verified advisers
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.
Review for David O'Connor
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
David was my late husband's financial advisor, so it was an obvious choice that I should use him as well. Having said that, I am aware of acquaintances who use David for financial advice, and based on their recommendation, I would have appointed David independently of my husband.
How has David helped you?
Strong level of support and financial guidance.
Have you seen the outcome you were hoping for?
Yes, very comfortable with my experiences with David, Very much a trusted advisor.
Review for David O'Connor
What could they have done better?
Unknown
What were the circumstances that caused you to initially look for a financial adviser?
Needed a retirement plan
How has David helped you?
He’s helped to grow my savings
Have you seen the outcome you were hoping for?
Heading in the right direction
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?
Retirement
How has David helped you?
Moving money from overseas back to the UK and investing it into a pension fund.
Have you seen the outcome you were hoping for?
Yes
