25 reviews | 1 verified advisers
Review for Eamonn Prendergast
What were the circumstances that caused you to initially look for a financial adviser?
When my wife and I retired.
How has Eamonn helped you?
General financial planning for the future. Pension transfer. Wealth management e.g. investment, tax information, dividends from my company, stock market etc.
Have you seen the outcome you were hoping for?
definitely yes
Review for Eamonn Prendergast
What could they have done better?
Not a lot that I am aware of
What were the circumstances that caused you to initially look for a financial adviser?
I wanted help in making a decision on transferring a pension
How has Eamonn helped you?
Eamonn did a thorough review of my finances and offered advice
Have you seen the outcome you were hoping for?
Yes, he helped clarify my thoughts and I have followed his recommendation
Review for Eamonn Prendergast
What could they have done better?
Nothing. He is very helpful and totally trustworthy. His advice is sound.
What were the circumstances that caused you to initially look for a financial adviser?
Trying to plan for my retirement
How has Eamonn helped you?
He has supported me over a couple of years through illness at work. He has always been there to help me in some of the most difficult personal circumstances. He is kind and very knowledgeable.
Have you seen the outcome you were hoping for?
Absolutely. It’s helped me to move towards a new job and get my pension from a 34 year career.
Review for Eamonn Prendergast
What could they have done better?
nil for us.
What were the circumstances that caused you to initially look for a financial adviser?
Because of our ages, we need to get better plan for our retirement. And we need advice from specialist who is the best and experienced in this area.
How has Eamonn helped you?
He was very straightforward and advise with full details but easy to understand for every single area.
Have you seen the outcome you were hoping for?
I hope so and I believe it will be. Because we are pretty new customer I haven't seen full progress yet but I do strongly think it will happen.
Review for Eamonn Prendergast
What could they have done better?
I can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for advice on transferring a Defined Benefits pension to a new pension scheme.
How has Eamonn helped you?
Eamonn gave me excellent advice on the various options available to me.
Have you seen the outcome you were hoping for?
I haven't seen the outcome I had initially hoped for but I am happy with the eventual outcome.
