Debbie Connolly

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

Death of my husband

How has Debbie Connolly helped you?

Transferred my funds from another provider, talked through the options and evaluated my attitude to risk

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Possibly a bit more advice regarding investing my isa allowance each year

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

Wanting to plan a bit more proactively for retirement.

How has Debbie Connolly helped you?

Straightforward, plain language advice and a proactive approach to managing the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

To devide my portfolio between two providers

How has Debbie Connolly helped you?

Clear communication and actioned everything she said she would do

Have you seen the outcome you were hoping for?

Yes

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

Wanted to generate income and protect wealth in retirement

How has Debbie Connolly helped you?

Friendly, approachable manner. Explains things in ways that are easy to understand. Gives me the information I need to make informed decisions.

Have you seen the outcome you were hoping for?

Largely yes, although markets have been more volatile since Covid. There is more financial risk now than pre-Covid.

What could they have done better?

Nothing

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

had a sum of money to invest and needed avice

How has Debbie Connolly helped you?

her professional and caring nature way she dealth with us

Have you seen the outcome you were hoping for?

yes