David's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 65 )
Pensions ( 96 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 57 )
Auto Enrolment ( 1 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 20 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 43 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 4 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 26 )
£100k - £200k ( 14 )
Up to £50k ( 25 )
£50k - 100k ( 6 )
Review
by a verified client in Norfolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement (2017) I had multiple investments with varied pension companies. I became aware of David O’Kane Financial Advisers through a close friend who spoke highly of them. David arranged for the varied investments to be combined under a single entity.
How has David O'Kane helped you?
Over the years I have seen extremely healthy returns and I have every confidence that my investments will continue to grow.
Have you seen the outcome you were hoping for?
Better than my initial expectations.
What could they have done better?
Nothing, they have been extremely helpful throughout.
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Can't remember as soon long ago, but him and his team i treat as a trusted partner.
How has David O'Kane helped you?
Many years
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
N/A
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look at a retirement plan
How has David O'Kane helped you?
He has allowed me to retire early
Have you seen the outcome you were hoping for?
Yes, retired earlier than expected
What could they have done better?
Nothing.
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to retire early.
How has David O'Kane helped you?
Made me realise I could afford to do this.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Maybe he could talk slower sometimes! But this is a minor thing and in no way a complaint or criticism.
Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgaging
How has David O'Kane helped you?
Always gives clear, helpful, advice and expertise. He’s found me great mortgage deals over the years!
Have you seen the outcome you were hoping for?
Yes absolutely!
What could they have done better?
Nothing