David's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 63 )
Pensions ( 88 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 50 )
Auto Enrolment ( 1 )
Investments and Savings ( 68 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 16 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 39 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 23 )
£100k - £200k ( 14 )
£50k - 100k ( 5 )
Up to £50k ( 23 )
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?
Pensions and to create some kind of income plan from them.David provided excellent advice and helped me to understand how to navigate a very confusing process and reach my goals. David and his team have been excellent.
How has David O'Kane helped you?
David has helped me understand and set up and manage my pension plan for me giving me peace of mind.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Can’t think of anything.
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?
We wanted our money to work for us so we could retire comfortably.
How has David O'Kane helped you?
Invested our money, with a good return,so we could do where our retirement takes us
Have you seen the outcome you were hoping for?
Yes most definitely.
What could they have done better?
No .
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 make our income work for us so I could potentially retire early
How has David O'Kane helped you?
David has helped with our investments to improve our income & help us planning our future. He has understood our needs on what we wanted to achieve & given us various options to maximise our investments.
Have you seen the outcome you were hoping for?
Yes it has met & exceeded our expectations.
What could they have done better?
Everything is fine
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?
Coming up to retirement age and needed assistance with finances.
How has David O'Kane helped you?
Yes very much so. His advice has been extremely helpful.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
n/a
Review
by a verified client in Norfolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
David has been my Pension Advisor for a good while now. I trust his advice and am happy for him to handle my pension fund. Both he and his staff and friendly and welcoming when you visit his office. I would happily recommend him when it comes to your finances
How has David O'Kane helped you?
He is running my Pension Fund
Have you seen the outcome you were hoping for?
Yes