Ben Mulroney

Review from verified client

January, 2022

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

Redundancy & I'll health concerns. Future income & financial security provision.

How has Ben Mulroney helped you?

Ben took complete responsibility for ensuring my various pensions were amalgamated & how best to manage these both for the immediate & long term planning.

Have you seen the outcome you were hoping for?

Absolutely. I genuinely don't know what I'd have done without his trusted & expert advice.

What could they have done better?

I honestly cannot think of anything.

First impression from a user who is not yet a client

October, 2021

Please provide a brief comment about your experience with Ben

Well what a breath of fresh air. After speaking to at least half a dozen Advisor this last week re my pension , Ben actually spoke my language. Thank you so much Ben

Review from verified client

March, 2021

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

Long term and family financial planning

How has Ben Mulroney helped you?

Ben helped us with setting up life insurance, and financially planning for our family’s future

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2021

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

Ben was a financial adviser at a wealth management firm I worked with for many years

How has Ben Mulroney helped you?

Ben regularly and diligently reviewed my portfolio and made appropriate recommendations - he has a detailed understanding of investment vehicles and the markets from which the are derived

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2021

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

We needed help with pensions, inheritance planning and making the most of our savings. Ben was recommended by a friend.

How has Ben Mulroney helped you?

Ben is a listener and made sure he understood our circumstances in detail before advising on ISA choices, pension investments as well as wills and trusts to ensure our family will eventually benefit to the maximum extent possible.

Have you seen the outcome you were hoping for?

These are difficult times for investments but we have seen minimal impact compared with other investment platforms/industry averages. Our trust in Ben was well-placed. Longer term investments are yet to reach maturity but the outlook is optimistic.

What could they have done better?

Nothing. Ben takes care to keep you informed and provides detailed regular updates. His wealth of experience comes across in his pragmatic approach and his advice is honest and realistic.

Review from verified client

March, 2021

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

We always found Ben very easy to deal with, good sound advice and financial planning allowed us to fulfill our dream.

How has Ben Mulroney helped you?

He advised on many financial issues and planning our pensions.

Have you seen the outcome you were hoping for?

Yes our financial position now is far better than we.could ever have expected.

What could they have done better?

Nothing as far as we're concerned.

Review from verified client

March, 2021

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

Having had a final salary pension with my previous employer, I felt the need to move this away from the control of the pension trustees and find a more tailored investment programme using a specialist financial advisor - someone that really knows my own personal financial position and can make the right recommendations for me.

How has Ben Mulroney helped you?

Ben has been absolutely fantastic and his knowledge on the financial markets and investment choices available is simply remarkable. Ben helped moved my final salary company pension into a more suitable personal plan that has seen significant growth over the last number of years.

Have you seen the outcome you were hoping for?

Absolutely, Ben's advice and guidance has totally exceeded my expectations.

What could they have done better?

I cannot think of one thing that could have been done better - absolutely 1st class service all round !

Review from verified client

March, 2021

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

Needed financial assistance for the first time in respect of Asset Protection/Pension Transfer & Investment/Inheritance Planning.

How has Ben Mulroney helped you?

Ben was recommended to us. On the first meeting it was very clear to us that he was extremely experienced. He had a professional, clear approach to our Estate Planning which demonstrated to us, the way forward.

Have you seen the outcome you were hoping for?

Yes so far and Ben is giving us ongoing advice and financial management.

What could they have done better?

Nothing at this stage.