Cavan Halley

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

I was looking for guidance on managing my finances more effectively, especially regarding pensions and long-term planning. I wanted a professional to help me create a strategy that would ensure financial security and peace of mind for the future.

How has Cavan Halley helped you?

I highly recommend Cavan for his expertise in financial planning, pensions, and long-term strategy. He provides clear, thoughtful guidance, always ensuring that my goals are met with a solid, personalised approach. Cavan's insights have been invaluable in helping me secure a strong financial future.

Have you seen the outcome you were hoping for?

Yes, I've definitely seen the outcomes I was hoping for. With his expert advice, I feel confident about my financial future and the progress towards my long-term goals.

What could they have done better?

Nothing, really happy with the service.

This review is a follow-up review from a client who left a review previously.

How has Cavan Halley helped you since your last review?

Under Cavan’s guidance the monies from my disjointed pension funds are now reinvested in personal pensions and tax efficient ISAs Those funds are growing and I’m kept informed of any changes to my portfolio. Cavan’s regular visits and prompt responses to my questions help me to understand my pensions and investments.

This review is a follow-up review from a client who left a review previously.

How has Cavan Halley helped you since your last review?

Cavan continues to support with all my financial planning needs as well as my family's. He is helpful, knowledgeable and aware of our long term goals. I would thoroughly recommend him to anyone seeking advice.

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

we needed to take pension advice and also consolidate existing pensions.

How has Cavan Halley helped you?

Cavan gave us great advice and set us up with good pension schemes and is always at the end of the phone or an e-mail answering our questions etc.

Have you seen the outcome you were hoping for?

Yes we have good pension schemes that are performing as per the portfolio and can look forward to a reasonable retirement income.

What could they have done better?

To be honest not a lot - the advice has been sound and Cavan is always happy to answer any queries and continues to give good advice.

This review is a follow-up review from a client who left a review previously.

How has Cavan Halley helped you since your last review?

Cavan has helped me make financial decisions in my life with a easy and professional way of putting his ideas to me