David's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 57 )
Pensions ( 78 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 41 )
Auto Enrolment ( 1 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 12 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 31 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 21 )
£100k - £200k ( 12 )
£50k - 100k ( 5 )
Up to £50k ( 19 )
Review
by a verified client in Norfolk
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure I received professional advice for my portfolio.
How has David O'Kane helped you?
David is always on hand to answer any questions or queries I may have. His knowledge and experience has guided me through the often sometimes complicated financial planning. I find him and his team very experienced and helpful in all matters. His online portal is most helpful.
Have you seen the outcome you were hoping for?
Overall, yes. Considering the sometime volatile changes in the market place. David understands my personal goals and delivered to my satisfaction.
What could they have done better?
Generally I am happy with the service I receive.
Review
by a verified client in Norfolk
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and had multiple private pensions which required consolidating.
How has David O'Kane helped you?
David and his company, sorted all me pensions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
Review
by a verified client in Norfolk
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to renew our mortgage after fixed term ending.
How has David O'Kane helped you?
Has helped us to consolidate debt, remortgage home, and feel more financial stable.
Have you seen the outcome you were hoping for?
Yes, better than we hoped for. Fantastic service.
What could they have done better?
Nothing, excellent service from start to finish.
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?
Retirement
How has David O'Kane helped you?
Advised as to an investment portfolio so at to plan for retirement
Have you seen the outcome you were hoping for?
Yes but dependant on stock market
What could they have done better?
Nothing
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?
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