David O'Kane

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

After my divorce I needed to acquire a private pension so needed a financial advisor.

How has David O'Kane helped you?

From the very first day, I’m at David O’Kane I felt confident and reassured that I had come to the right place.

Have you seen the outcome you were hoping for?

There is always a chance that my investments might not do very well and David has given me the confidence to understand this but on the whole my investment has been extremely good.

What could they have done better?

I have to say for myself I feel that David and his team have been exceptional. There’s never a wrong question or a silly question a query or a problem that David and his team haven’t sorted for me.

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

Previous years David arranged for me to get the best use out of my pension pot by reinvesting.

How has David O'Kane helped you?

Advice at the right time in my life

Have you seen the outcome you were hoping for?

Yes. 100%

What could they have done better?

Used less paper for reports etc.

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

I received a lump sum from my pension when I retired.

How has David O'Kane helped you?

Invested the money for me after thorough discussing my circumstances, expenditure, health and degree of risk I was comfortable with

Have you seen the outcome you were hoping for?

Yes my investment has increased well above the rate of inflation and any interest I would get in a bank.

What could they have done better?

Nothing. David takes the time to answer all my concerns and queries. I have contacted him outside of normal working hours.

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

We needed to find someone to manage our investments to secure a reliable return for our retirement.

How has David O'Kane helped you?

David’s advice has always been based on his knowledge of our requirements and of the most suitable solutions available on the market. His support team also deserve a special mention as they have often provided invaluable assistance in the background.

Have you seen the outcome you were hoping for?

Yes, we’ve been very happy with both the service and the outcome of the investment advice.

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

Coming up to retirement we needed advice on how best to manage income/finances

How has David O'Kane helped you?

We have received excellent advice on the available options and platforms. The staff have all been very helpful and the review was informative so we were able to make knowlegeable decisions.

Have you seen the outcome you were hoping for?

Yes very much so and the ongoing support is excellent.

What could they have done better?

The whole service has been great.