Conor's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 1 )
Pensions ( 41 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 27 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 15 )
£100k - £200k ( 6 )
£50k - 100k ( 8 )
Up to £50k ( 5 )
Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With retirement being 7 years away, I need some reassurance regarding what level of income I was likely to achieve. Coming from a well paid job, I do not want to find myself, ever, in the “heating or eating” camp. I also felt that my “legacy” pension arrangements were under-performing.
How has Conor O'Sullivan helped you?
Conor has helped massively. I have a clear plan of action to bolster my pension, and I know that there will be financial security in retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I am very happy with Conor and the advice, so there is nothing I would ask to be done differently/better/
Conor:
Thank you, Wayne, for your thoughtful review and for placing your trust in me at such an important stage of your financial journey. It’s great to hear that you now feel confident and reassured about your retirement plans. I know that having clarity on how much is “enough” to retire comfortably was a key objective for you, especially after feeling that previous advice hadn’t provided a definitive answer. I’m really pleased we’ve been able to build a clear and structured plan together that strengthens your pension position and helps you feel secure about the future. Retirement planning is about more than just numbers — it’s about peace of mind. Knowing that you feel on track, and that financial security is achievable without sacrificing your current lifestyle, is exactly the outcome we aim for. Thanks again for your kind words. I look forward to continuing to support you as your plans evolve over the coming years.Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to plan for our financial future as a family.
How has Conor O'Sullivan helped you?
Excellent service, really help you make the right decisions. Friendly, professional and always available if you want to talk anything through. Have a great knack of explaining everything, and simplifying things in a way that leaves you informed and confident that they are working hard for your best interests.
Have you seen the outcome you were hoping for?
Absolutely. Conor's services have been fantastic so far.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Conor
Conor has helped me on a few occasions over the years and his guidance always proves invaluable. Couldn’t ask for more from him!
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make my money work for me so that I can start to work towards financial freedom and have more choices available to me in the future.
How has Conor O'Sullivan helped you?
Conor has taken the time to get to know me and my goals. We spent a lot of time talking about what I want my financial future to look like and I really felt that he listened to me. He then came up with a plan that was bespoke to me, one which I was comfortable with but also helps me to achieve my financial goals. Everything was explained to me in a way that was easy for me to understand. Conor was also easy to get hold of and available for meetings when required which was important to me.
Have you seen the outcome you were hoping for?
Definitely, I have a clear plan in place to work towards achieving my financial goals. I feel confident about the future as well because I know that Conor will assist me with reviewing this plan from time to time as my income and circumstances change.
What could they have done better?
Genuinely really pleased with the service & advice!
Conor:
Thank you so much for taking the time to leave such thoughtful feedback. I’m really pleased to hear how confident and positive you’re feeling about your financial future. It’s been a genuine pleasure helping you shape a plan that reflects what matters most to you. Your objective — financial freedom — was clear from the outset, and it’s great to know that the personalised strategy we’ve built together feels both comfortable and achievable for you. I’m particularly glad that the way we approached our conversations, and the time spent exploring your goals in depth, made you feel listened to and supported. That understanding is absolutely key to creating a plan that not only works on paper but feels right for you in practice. I look forward to continuing to support you over the years ahead as we keep your plan aligned with your evolving goals and circumstances. Thanks again for your kind words and trust.Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving from a full bore corporate all hours high level career to the next chapter was pur driver to look for an advisor.
How has Conor O'Sullivan helped you?
He's looked at the whole estate, in the here and the now, and the future potential. The forward projections, the risk based approach with our personal prioties kept central the process.
Have you seen the outcome you were hoping for?
Absolutely, clarity and options are now crystal.
What could they have done better?
Nothing, the patience to around our frantic work schedules has been most appreciated.
Conor:
Thank you, Jon, for your generous review. It’s been a pleasure helping you plan your move from a high-intensity corporate role into the next chapter. You mentioned wanting to “buy time”, and we’re pleased to have shown that retiring now is not only possible, but sustainable in line with your goals. We’re glad our flexible approach fitted around your schedule, and that the clarity and options we’ve provided have made things feel more straightforward. It’s always our aim to keep your personal priorities central, while building a plan that works both now and in the future. Thanks again for your kind words – we look forward to continuing to support you.