Jack Donnellan

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

Early Retirement

How has Jack Donnellan helped you?

Jack produced a plan that enabled me to retire early

Have you seen the outcome you were hoping for?

The plan has worked for me.

What could they have done better?

The service is very professional and is continually being enhanced.

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

Rapid and adverse changes to regulation brought forth by the government.

How has Jack Donnellan helped you?

Navigate the intricacies of the regulations to our benefit where possible.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing much. Penetrating the opacity of government machinery is only possible upto a certain extent.

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

Pension transfer

How has Jack Donnellan helped you?

Advised on investment strategies and IHT planning

Have you seen the outcome you were hoping for?

Yes

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

I was not happy with my previous financial advisor

How has Jack Donnellan helped you?

He has given the time required to explain how the funds are invested and how to best utilise their performance.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not much more was required.

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

Received a lump sum of money ey following voluntary redundancy

How has Jack Donnellan helped you?

He has looked at my pension and explained early retirement possibility

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything