Sam O'Mara

Please provide a brief comment about your experience with Sam

He explained what I wanted to know clearly and I was happy with the results

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

My employer was offering incentives to leave my Defined Benefit company pension scheme. As part of the offer I was obliged by my employer to take professional financial advice to determine that leaving the scheme was right for me.

How has Sam O'Mara helped you?

Sam undertook a complete review of my financial position. My outgoings, savings and investments etc and produced a report clearly setting out the pros and cons of leaving the scheme.

Have you seen the outcome you were hoping for?

Yes, and through some very challenging times.

What could they have done better?

Very little. In my view the service is first class.

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

My investments had been underperforming with a very expensive wealth manager and I wanted to see if I could get a better outcome

How has Sam O'Mara helped you?

Sam recommended an investment portfolio which demonstrated far more skill and thought had gone in to it. His charges were also around 50% lower than my current wealth manager.

Have you seen the outcome you were hoping for?

I have been invested for around 10 months so far and the performance has been excellent - it has confirmed that I have made the right decision

What could they have done better?

Nothing

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

Came out of my companies pension scheme and needed professional advice

How has Sam O'Mara helped you?

Sam provided the expertise and guidance I needed to fully optimise my pensions potential

Have you seen the outcome you were hoping for?

Very definately

What could they have done better?

I cannot fault the service given by Sam and Southern Wealth

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

Retirement planning and finding out the most efficient way to draw my income

How has Sam O'Mara helped you?

He gathered all of the information and presented a suitable way for me to achieve my retirement goals. The income was better than I expected and i feel comfortable with Sam's strategy.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of