Michael O'Connell

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

I/we had everything in multiple locations, trying to remember and keep track of what we had, were paying and ultimately got as cover or withdrawal later in life was unclear. We wanted to look for one location, to help us better understand our requirements and what we were gaining from the services we had in place.

How has Michael O'Connell helped you?

Michael collated everything together explained the pros and cons of what we had. He explained information in areas where we had lacked understanding it what we were paying for. We outlined our plans and requirements and where we wanted to have our finances positioned for later in life, he put together a plan that met our expectations.

Have you seen the outcome you were hoping for?

Yes, we have a better understanding of what we where paying for, brought everything together outlined our plans and covers and made sure we had everything in plan to meet our requirements

What could they have done better?

From our position, nothing! Everything far exceeded our expectations. Our previous experience with advisers and companies before always fell short our left us unsure or apprehensive about what we had put in place. Michael and the team went above and beyond to make sure everything was fully explained before we agreed to anything. By far the best experience yet from any adviser for any service we have used in the past.

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

To consolidate pension pots

How has Michael O'Connell helped you?

Gave me advice on how to consolidate and where to place the consolidated funds

Have you seen the outcome you were hoping for?

Yes

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

Good open advice. Easy to understand details both positives and negatives with my invertments

How has Michael O'Connell helped you?

Always responds promptly and visits when requested

Have you seen the outcome you were hoping for?

Yes my investments have natch3d expectations

What could they have done better?

No under the trump market ripples I am happy with my returns

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

To review my pensions and seek advice as I had a few pensions and wanted to consolidate some.

How has Michael O'Connell helped you?

Given advice on what pensions to continue and what to consilidate into one.

Have you seen the outcome you were hoping for?

Not fully yet

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

Many years ago, I opted for serps which gave me an extra income for when I retired and Michael could invest this and add to my retirement foundation.

How has Michael O'Connell helped you?

Michael has help me with advise with my pensions and advised where to put extra funds into.

Have you seen the outcome you were hoping for?

Yes and seeing my pension grow.