David's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 56 )
Pensions ( 76 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 1 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 11 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 28 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 20 )
£100k - £200k ( 11 )
£50k - 100k ( 5 )
Up to £50k ( 18 )
Review
by a verified client in Suffolk
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has David O'Kane helped you?
Best deal around and saved me money
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Fab service
Review
by a verified client in Norfolk
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was wasting my money so wanted to start saving.
How has David O'Kane helped you?
In so many ways. I trust David implicitly. He is open, honest, frank and practical. Willing and exceedingly capable to explain anything that may seem overly complex to a level that I can understand. Transparency and excellence are words I link with him.
Have you seen the outcome you were hoping for?
Saving for the future.
What could they have done better?
Nothing.
Review
by a verified client in Norfolk
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have known David for a number of years & as I wanted to retire early I wanted to maximise the money from my pension
How has David O'Kane helped you?
Regular meetings & updates. Helped with my money investments to gain increased income from my pension
Have you seen the outcome you were hoping for?
Yes but the market fluctuates so I understand that my investments can fall as well as grow. David explains this every meeting
What could they have done better?
Nothing
Review
by a verified client in Norfolk
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise anf look after my pension.
How has David O'Kane helped you?
Yes in lots of ways.
Have you seen the outcome you were hoping for?
Yes, but I won't receive my pension for a few years,so we will see then.
What could they have done better?
Nothing.
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?
We were looking to remortgage our property.
How has David O'Kane helped you?
Sorted out everything we asked for, very quickly, efficiently, friendly and with expert knowledge.
Have you seen the outcome you were hoping for?
Yes, everything was sorted and completed much quicker than expected.