Daniel O'Sullivan

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

Needed advise on pensions and investments

How has Daniel O'Sullivan helped you?

Daniel has helped us by, firstly showing us the differences between different investments and helped us by choosing the right one for our needs Daniel has been extremely helpful

Have you seen the outcome you were hoping for?

Yes,

What could they have done better?

I can't think of anything at the moment

Please provide a brief comment about your experience with Daniel

We found Dan to be very knowledgeable, professional and friendly. He listened to what we wanted and offered advice which seems tailored made for these requirements.

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

Knowledgable and very helpful. Friendly, explains well and not pushy. Highly recommend

How has Daniel O'Sullivan helped you?

pension

Have you seen the outcome you were hoping for?

yes

What could they have done better?

all good

Please provide a brief comment about your experience with Daniel

Really useful some lightbulb moments which challenged my thinking around investment options

Please provide a brief comment about your experience with Daniel

My experience with Daniel was extremely good and helpful. He already had some information about me on file about my investments and wanted to know whether I already had a Financial Adviser or needed his help with further investments. He listened carefully to what I had to say before giving any advice or suggestions. At the end of our discussions he offered further help or assistance should I ever need it in the future.