Debbie Connolly

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

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

Income requirements

How has Debbie Connolly helped you?

Understanding my needs

Have you seen the outcome you were hoping for?

Yes

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

I had a number of pensions pots from various roles in the private sector which I wanted to put together - I also had inheritance money which I wanted advice on how best to invest the money & get the best return

How has Debbie Connolly helped you?

Debbie has always given excellent advice & reassurance whenever there have been economic downturns effecting the value of my portfolio. She is always contactable when I have any questions or concerns & responds immediately.

Have you seen the outcome you were hoping for?

Yes - despite some economic downturns over the last 10 years

What could they have done better?

Nothing

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

Need to plan financially for mine and my families futures

How has Debbie Connolly helped you?

Someone you trust that will always provide advice that is good for you and not necessarily advice that suits a corporate slant

Have you seen the outcome you were hoping for?

Largely

What could they have done better?

In the past Debbie occasionally let down by poor administration in the rest of her team Under new management that seems to have resolved

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

Providing services we required.

How has Debbie Connolly helped you?

Home visits extremely helpful. Supportive advice.

Have you seen the outcome you were hoping for?

Yes

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

I had built up a large sum in a cash isa, which I wanted to move to a stocks and shares isa, to achieve greater growth

How has Debbie Connolly helped you?

She has provided very helpful and professional help regarding my investment portfolio.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot think of anything better that could have been done.

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

Came into large sum of money

How has Debbie Connolly helped you?

Debbie has always been very available and approachable. Good at explaining the financial system which we have no experience in

Have you seen the outcome you were hoping for?

It’s still early days so yet to see how our investments develop

What could they have done better?

Nothing

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

We'd too much money in our current account

How has Debbie Connolly helped you?

By suggeting ways of reducing inheritance tax but giving us easy access money

Have you seen the outcome you were hoping for?

Yes , I believe so

What could they have done better?

I don't know, I am not an advisor

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

To help guide me to a secure retirement

How has Debbie Connolly helped you?

Well

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

There was a period of non communication due to her employment situation that I found quite unsettling

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

As we have both retired we needed advice regarding pension and savings.

How has Debbie Connolly helped you?

Debbie is always on hand to deal with any enquiries that we have and nothing seems to be too much trouble.

Have you seen the outcome you were hoping for?

We realise that the market fluctuates but we know we are in good hands.

What could they have done better?

Nothing as we are very satisfied with her advice.

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

Came in to a large sum of money

How has Debbie Connolly helped you?

Debbie is very approachable and talks to you in a way that you can understand.

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?

Having taken retirement

How has Debbie Connolly helped you?

Provided excellent advice and support, made to transition to AAB efficient and timely

Have you seen the outcome you were hoping for?

Performance has been affected by general world market conditions and I am hoping that the portfolio selected for me will combat this to some extent.

What could they have done better?

I believe Debbie has done an excellent job for both myself and my partner.

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

Managing personal finances and investments

How has Debbie Connolly helped you?

Debbie has been supportive, professional and given me excellent advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing