Tony O'Driscoll

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

I wanted a professional who is dedicated to looking after my financial planning for the future, particularly in the area of protection and retirement and inheritance planning.

How has Tony O'Driscoll helped you?

We have some similar personal circumstances and age so he is able to advise me on a number of levels, based on his technical but also his personal experience.

Have you seen the outcome you were hoping for?

Yes, I feel confident that there is someone knowledgeable who is keeping an eye on those financial aspects that are of the utmost importance to me.

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

Investing savings and lump sum.

How has Tony O'Driscoll helped you?

he invested in a number of high performing areas.

Have you seen the outcome you were hoping for?

yes.

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

I needed to set up pensions and life insurance arrangements both as part of a company set-up and also from a personal perspective.

How has Tony O'Driscoll helped you?

Tony helped us to explore options that were suitable for us.

Have you seen the outcome you were hoping for?

Yes - very happy to date.

What could they have done better?

N/A

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

I needed help with looking after my pension from a previous employer.

How has Tony O'Driscoll helped you?

Tony helped me to transfer my pension to another company. He has also helped us to look at the wider picture of our finances and to consider our security and future more.

Have you seen the outcome you were hoping for?

Time will tell with the pension. So far so good.

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

I have no experience or great interest in investments or retirement planning and wanted someone who could review my finances and pension savings to satisfy in my own mind that I could afford to retire earlier than normal and enjoy life at the same level of expenditure as when I was working. Tony did exactly that and continues to reassure us in our current lifestyle.

How has Tony O'Driscoll helped you?

Tony reviewed our savings and pension schemes and confirmed that what we wanted to do was very affordable and he continues in this manner.

Have you seen the outcome you were hoping for?

Yes, We are now happily retired and split our time between UK and overseas travel.

What could they have done better?

Tony continues to keep jargon to a minimum which is important to someone such as myself. I like things explained in a very simple form without the use of "industry" terms.