Debbie Connolly

Review from verified client

January, 2024

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

To devide my portfolio between two providers

Have you seen the outcome you were hoping for?

Yes

How has Debbie Connolly helped you?

Clear communication and actioned everything she said she would do

Review from verified client

December, 2023

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

Wanted to generate income and protect wealth in retirement

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.

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.

What could they have done better?

Nothing

Review from verified client

December, 2023

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

had a sum of money to invest and needed avice

Have you seen the outcome you were hoping for?

yes

How has Debbie Connolly helped you?

her professional and caring nature way she dealth with us

Review from verified client

December, 2023

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

Income requirements

Have you seen the outcome you were hoping for?

Yes

How has Debbie Connolly helped you?

Understanding my needs

Review from verified client

December, 2023

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

I had a number of pensions pots from various roles in the private sector which I wanted to put together - I also had inheritance money which I wanted advice on how best to invest the money & get the best return

Have you seen the outcome you were hoping for?

Yes - despite some economic downturns over the last 10 years

How has Debbie Connolly helped you?

Debbie has always given excellent advice & reassurance whenever there have been economic downturns effecting the value of my portfolio. She is always contactable when I have any questions or concerns & responds immediately.

What could they have done better?

Nothing

Review from verified client

December, 2023

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

Need to plan financially for mine and my families futures

Have you seen the outcome you were hoping for?

Largely

How has Debbie Connolly helped you?

Someone you trust that will always provide advice that is good for you and not necessarily advice that suits a corporate slant

What could they have done better?

In the past Debbie occasionally let down by poor administration in the rest of her team Under new management that seems to have resolved

Review from verified client

December, 2023

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

Providing services we required.

Have you seen the outcome you were hoping for?

Yes

How has Debbie Connolly helped you?

Home visits extremely helpful. Supportive advice.

Review from verified client

December, 2023

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

I had built up a large sum in a cash isa, which I wanted to move to a stocks and shares isa, to achieve greater growth

Have you seen the outcome you were hoping for?

Yes

How has Debbie Connolly helped you?

She has provided very helpful and professional help regarding my investment portfolio.

What could they have done better?

Cannot think of anything better that could have been done.

Review from verified client

December, 2023

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

Came into large sum of money

Have you seen the outcome you were hoping for?

It’s still early days so yet to see how our investments develop

How has Debbie Connolly helped you?

Debbie has always been very available and approachable. Good at explaining the financial system which we have no experience in

What could they have done better?

Nothing

Review from verified client

November, 2023

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

We'd too much money in our current account

Have you seen the outcome you were hoping for?

Yes , I believe so

How has Debbie Connolly helped you?

By suggeting ways of reducing inheritance tax but giving us easy access money

What could they have done better?

I don't know, I am not an advisor

Review from verified client

November, 2023

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

To help guide me to a secure retirement

Have you seen the outcome you were hoping for?

Mostly

How has Debbie Connolly helped you?

Well

What could they have done better?

There was a period of non communication due to her employment situation that I found quite unsettling

Review from verified client

November, 2023

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

As we have both retired we needed advice regarding pension and savings.

Have you seen the outcome you were hoping for?

We realise that the market fluctuates but we know we are in good hands.

How has Debbie Connolly helped you?

Debbie is always on hand to deal with any enquiries that we have and nothing seems to be too much trouble.

What could they have done better?

Nothing as we are very satisfied with her advice.

Review from verified client

November, 2023

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

Came in to a large sum of money

Have you seen the outcome you were hoping for?

Yes

How has Debbie Connolly helped you?

Debbie is very approachable and talks to you in a way that you can understand.

What could they have done better?

N/A

Review from verified client

November, 2023

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

Having taken retirement

Have you seen the outcome you were hoping for?

Performance has been affected by general world market conditions and I am hoping that the portfolio selected for me will combat this to some extent.

How has Debbie Connolly helped you?

Provided excellent advice and support, made to transition to AAB efficient and timely

What could they have done better?

I believe Debbie has done an excellent job for both myself and my partner.

Review from verified client

November, 2023

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

Managing personal finances and investments

Have you seen the outcome you were hoping for?

Yes

How has Debbie Connolly helped you?

Debbie has been supportive, professional and given me excellent advice

What could they have done better?

Nothing