Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 54 )
Pensions ( 74 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 37 )
Auto Enrolment ( 1 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 11 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 28 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 19 )
£100k - £200k ( 11 )
£50k - 100k ( 5 )
Up to £50k ( 15 )
Review
by a verified client in Suffolk
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Various
How has David O'Kane helped you?
See ticked services. Plus he someone who i have come to trust.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Norfolk
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice and planning with pensions. Hopefully early retirement
How has David O'Kane helped you?
Help me retire early.
Have you seen the outcome you were hoping for?
Yes retired earlier than I planned.
What could they have done better?
Nothing, All aspects were dealt with in professional but understanding manner.
Review
by a verified client in Norfolk
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement.
How has David O'Kane helped you?
Made me realise that by investing my company pensions, I could afford early retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything!
Review
by a verified client in Norfolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to remortgage so we went to David as we have done for many years.
How has David O'Kane helped you?
David is always positive, happy to help and transparent, hence why we trust him with our financial matters. The whole team are always helpful and happy to help too.
Have you seen the outcome you were hoping for?
Yes, we've remortgaged with David's help.
What could they have done better?
Nothing
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension possiblitys
How has David O'Kane helped you?
To understand how to make our monies work for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing