Conor O'Sullivan

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

I needed a financial adviser's expertise and investment knowledge to plan and set-up mine and my wife's investments for our retirement.

How has Conor O'Sullivan helped you?

Conor provided us with guidance and highly skilled advise to build our investment strategy followed by help to set-up our portfolio. Conor's services included financial goal-setting, risk management, tax planning advise and we had all the help we needed from the start.

Have you seen the outcome you were hoping for?

We are very satisfied with the results.

What could they have done better?

We are very satisfied with all Conor's services, so nothing to add.

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

I'm diagnosed ADHD and have had a difficult time with building wealth historically. Since starting my business three years ago, I wanted to ensure I built financial security for life and feel confident that I am doing all the right things with my money.

How has Conor O'Sullivan helped you?

Conor helped me understand my financial goals, he educated me on different ways I can achieve these goals, was incredibly understanding around my anxieties and concerns, and helped map out several plans to fit different approaches. I've since transferred smaller pension pots into one centralised space and have begun building my retirement pot. He has also mapped out a full financial plan up until retirement so I have a clear map of what I need to be doing each year. Now I feel confident that I am not wasting money, and I don't feel negative spending the money I have spare.

Have you seen the outcome you were hoping for?

Yes and more so!

What could they have done better?

Nothing.

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

We were wanting to retire early and needed advice on whether this was feasible

How has Conor O'Sullivan helped you?

He provided projections of investment performance and incomes which gave us the confidence that our finances should suport our retirement. He dealt with the numerous pension providers we previously had and consolidated them into a single SIPP each.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Pre retirement planning

How has Conor O'Sullivan helped you?

Getting our house in order financially

Have you seen the outcome you were hoping for?

Ongoing but certainly going in the right direction

What could they have done better?

No

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

Strategic planning for retirement

How has Conor O'Sullivan helped you?

He provided a detailed anaysis of various retirment options. This has enabled us to plan effectively for our future

Have you seen the outcome you were hoping for?

Everything is on track and we have the reassurance of Connor’s updates and the investment platform

What could they have done better?

Friendly and efficient service. Detailed professional presentation-am extremely happy