Debbie's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 17 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 15 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 4 )
Up to £50k ( 1 )
( 2 )
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 felt I needed someone I could get in touch with when I wanted advice on a wide range of topics. A real person who spoke the same language and could answer questions I didn't always have the time to wait for days or weeks to get back to me.
How has Debbie Connolly helped you?
Debbie makes everything extremely clear and easy to understand. I have had alot of information from Debbie and not only did I understand but actually read from start to finish finding everything very knowledgeable.
Have you seen the outcome you were hoping for?
Yes very much
What could they have done better?
I don't know as I was happy with the end goal.
Review
by a verified client in Down
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of my husband
How has Debbie Connolly helped you?
Transferred my funds from another provider, talked through the options and evaluated my attitude to risk
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Possibly a bit more advice regarding investing my isa allowance each year
Review
by a verified client in Antrim
8 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
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
Review
by a verified client in Antrim
a year ago
Overall
Advice
Service
Value
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