Tony O'Driscoll

Review from verified client

December, 2016

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.

Review from verified client

April, 2016

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.

Review from verified client

April, 2016

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

Review from verified client

April, 2016

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.

Review from verified client

April, 2016

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.

Review from verified client

April, 2016

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

We needed expert and independent advice concerning long term saving and planning for the future.

How has Tony O'Driscoll helped you?

Not only did Tony review our current investments and savings portfolio, but he introduced us top investmentsof which we had little or no knowledge.

Have you seen the outcome you were hoping for?

Most certainly, our investment strategy has been successful due to Tony's advice.

What could they have done better?

We are both now in our eighties and we now feel that we need to be updated more frequently if Tony's work load allows - perhaps every 6 - 8 months instead of 12 months.

Review from verified client

April, 2016

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

I was desperate for help some 25 years ago and after my second enquiry, I knew Tony, was the man for me.

How has Tony O'Driscoll helped you?

With his straight talking, no waffle and to the point. Brilliant.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I do not and have ever not wished for better.

Review from verified client

April, 2016

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

We want financial advise and Tony was recomended.

How has Tony O'Driscoll helped you?

Tony look into our financial portfolia.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2016

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

I wasn't happy with the old one.

How has Tony O'Driscoll helped you?

makes things simple good to work with.

Have you seen the outcome you were hoping for?

yes. we set 3 goals to achieve and have met them all.

What could they have done better?

No He is very good indeed

Review from verified client

April, 2016

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

Many years ago when running a business we needed advice.

How has Tony O'Driscoll helped you?

Advised on pensions investments & sickness insurance being self employed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Sometimes I need better more easily understandable explanations about investments & money matters generally

Review from verified client

April, 2016

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

Pension advice.

How has Tony O'Driscoll helped you?

Greatly - pension and ISAs - general Advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - all very good and clearly explained

Review from verified client

April, 2016

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

The need for impartial expert advice.

How has Tony O'Driscoll helped you?

He has helped rationalise my investments, make them more tax efficient, and achieved outstanding capital growth despite the recent challenging economic circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have sometimes felt overburdened by too much paperwork. Maybe though this is a requirement of the FSA regulations.

Review from verified client

April, 2016

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

Sale of business and re-marriage.

How has Tony O'Driscoll helped you?

Good financial advice with clarity of decisions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Perfectly satisfied with service. Review meetings are relaxed and comprehensive

Review from verified client

April, 2016

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

We were preparing for Retirement.

How has Tony O'Driscoll helped you?

Looked after investments and including wife's pension. Also helped us monitor possible IHT problems. Recently how much we will need for later retirement needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

More regular reports of our Investments

Review from verified client

April, 2016

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

Change of employment.

How has Tony O'Driscoll helped you?

Helped develop a balanced pension and insurance portfolio.

Have you seen the outcome you were hoping for?

It's working well at present.

Review from verified client

April, 2016

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

We had our own business and did not have the time to run our financial affairs properly.

How has Tony O'Driscoll helped you?

He collated our existing portfolio of assets and advised on tax planning matters.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

A more detailed minute of the meeting circulated to my Sons directly

Review from verified client

April, 2016

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

A need to plan for retirement.

How has Tony O'Driscoll helped you?

Placing savings in the most appropriate vehicles to achieve our plans for early retirement,to maintain living standards going forward in the most tax efficient mammer.

Have you seen the outcome you were hoping for?

Yes all the above have been achieved.

What could they have done better?

Everything done has been in line with our expectations and requirements.

Review from verified client

March, 2016

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

I needed one.

How has Tony O'Driscoll helped you?

sorted my pension.

Have you seen the outcome you were hoping for?

YES.

What could they have done better?

moved closer yo me

Review from verified client

March, 2016

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

Initially I needed help and advice on pension planning, this has expanded to all other areas of my financial situation.

How has Tony O'Driscoll helped you?

I wanted to retire at 55, Tony has advised and helped me over a considerable number of years to implement various financial products to achieve this. Including pensions, mortgages, investments. Tony understood my requirements and all products were explained to my satisfaction. The most important things Tony has help me with are my pension and finding a great mortgage that suited my situation perfectly.

Have you seen the outcome you were hoping for?

Yes, I retired just after my 55th birthday.

What could they have done better?

Nothing comes to mind.

Review from verified client

March, 2016

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

Tony O'Driscoll was recommended to us as being a 'safe pair of hands'. Our previous Financial Advisor took risks and we wanted someone who we could trust to be prudent with his advice. After my husband died Tony continued to give me advice.

How has Tony O'Driscoll helped you?

Tony looked into my Financial affairs and managed my portfolio of unit trusts. He also advised on the purchase of products regarding estate Financial Planning.

Have you seen the outcome you were hoping for?

Yes, the advice given has seen very good results.

What could they have done better?

Financial Advisors need to 'push' their Clients to do their part in seeking further advice from Solicitors, Accountants and other professionals .... We are all lazy and early action on some matters can save possible problems building up for the future

Review from verified client

March, 2016

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

My family have used Tony's services on all our financial dealings for many years and he first helped with Pension matters if memory serves.

How has Tony O'Driscoll helped you?

Tony had acted for my Mother (While alive) and my family and has understood the changing needs of our family circumstances as we have all advanced in age. School fee planning, Pension planning, Lon term disability planning etc.

Have you seen the outcome you were hoping for?

Yes, For Example:- My mother was in a Home with Dementia for a few years and thanks to planning in advance we were able to fund her care.

What could they have done better?

It is difficult to think what could have been improved upon, save to say that Tony has the strongest handshake of anyone I know which one is well advised to prepare for!