Joe O'Connor

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

Upon retirement

How has Joe O'Connor helped you?

guidance and help with investment opportunities

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing. i am very Happy with my accessability and advice given

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

Joe has been my adviser for over 20 years and reviewed my investments at least annually ever since. Originally I was recommended to meet with Joe when I retired. At that time I had a company pension that needed reviewing. Joe took care of this and I am extremely happy with Joe's ongoing service

How has Joe O'Connor helped you?

He makes sure I pay as little tax as possible and has help myself and my husband protect our estate against IHT. He also regularly keeps us informed of how my investments are performing.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

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

Joe has been my adviser for over 20 years and reviewed my investments at least annually ever since. Originally my husband retired and had a company pension that needed reviewing. Joe took care of this and I am extremely happy with Joe's ongoing service

How has Joe O'Connor helped you?

He makes sure I pay as little tax as possible and has help myself and my husband protect our estate against IHT. He also regularly keeps us informed of how my investments are performing.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

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

A family business dynamic changing ownership and looking for a smooth transition

How has Joe O'Connor helped you?

Joe has helped to navigate opening my mindset to believe in myself, communicate and take responsibility. To set goals and targets while looking to move forward and not settle.

Have you seen the outcome you were hoping for?

many tools Joe taught are now been used day to day and becoming a very natural way of thinking and actioning.

What could they have done better?

sign up to the Joes O Group sooner to support our sessions and work on both side by side.

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

Myself and sister were due to take over my fathers company and needed guidance

How has Joe O'Connor helped you?

He has helped a great deal in building confidence, restructuring roles within the company, cash flow and increasing turnover and profit, future financial planning

Have you seen the outcome you were hoping for?

Yes we have