Molly O'Donnell

What were the circumstances that caused you to initially look for an adviser?

I had my pensions in different places and I was looking for advise on my financial planning

How has Molly O'Donnell helped you?

Molly supported us to consolidate our pensions, she explained what we had and how they are being managed, the forecasting tool showed what our retirement looked like and helped us put some plans in into place. Molly has been great, her advise is so valuable, she regularly meets with us and ensures we are on track with our plans and provides support where we need.

Have you seen the outcome you were hoping for?

Yes!

What were the circumstances that caused you to initially look for an adviser?

I knew I had several pensions but wasn't sure where they were, or what to do about it.

How has Molly O'Donnell helped you?

Molly and her team tracked down all the pension pots I knew about and one more. She then analysed the benefits of combining them into one pot to maximise gains and ensure future growth. She clearly identified where some pensions were not performing and explained why. I now have a high performing pension fund that I understand and is regularly reviewed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I had excess income and had accrued some savings. I was looking to invest them as I was fed up of them being in my bank account not earning any money. I also had an old pension that I wanted to keep tabs on, as well as my ongoing workplace scheme.

How has Molly O'Donnell helped you?

Talked me through different investment options that were suitable to my personal goals. I feel like I properly understand the products and how they are right for me.

Have you seen the outcome you were hoping for?

I have, it has put my mind at ease.

What were the circumstances that caused you to initially look for an adviser?

Buying a property and looking to invest money

How has Molly O'Donnell helped you?

Molly arranged my mortgage and is managing my investments

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Funds to invest

How has Molly O'Donnell helped you?

Agreed investment choices relevant to my needs

Have you seen the outcome you were hoping for?

Yes