Debbie's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 11 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 23 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
( 3 )
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on financial investment planning and for someone to manage my investments and returns according to my stated goals
How has Debbie Connolly helped you?
Debbie has provided advice and involved me in decisions around all aspects of financial planning, retirement planning and inheritance planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We came into a sum of money and we have very little financial knowledge or experience in investments so needed help
How has Debbie Connolly helped you?
She has done a brilliant job guiding us through the process of investing our money and given us peace of mind that us and our children are in a financially secure position for the future
Have you seen the outcome you were hoping for?
Yes, our investments have performed well to date
What could they have done better?
Nothing. We couldn't fault Debbie
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As i am now a business owner i needed to have some sort of financial plan in place for a future exit of the company. Also i needed advise on my personnel pensions and what to do with these
How has Debbie Connolly helped you?
Debbie has helped me by advising in areas that frankly i do not have a clue in and she has put in place finiancial planning and great advice on what we should do with my personnel pension
Have you seen the outcome you were hoping for?
To early as yet but the plan is in place
What could they have done better?
Nothing
Review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of husband
How has Debbie Connolly helped you?
Made me feel secure and confident that my money was well invested.
Have you seen the outcome you were hoping for?
Yes values have risen
Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
inheritance and retirement
How has Debbie Connolly helped you?
explanations are very good
Have you seen the outcome you were hoping for?
pretty good but i suppose we all want more
What could they have done better?
i have no idea