O’Loughlin & Co Financial Planning

We were introduced to Trevor and his team by friends who he has been working with for years, and we can now see why they were so enthusiastic about him. We can't speak highly enough of the professionalism with a personal / friendly touch we receive on all aspects of our financial management. We too are more than happy to recommend them all, their responsiveness and care they take is exemplary.

Having just taken early retirement I was very anxious as to who could help giving me advice. I spoke to two friends in the same situation and both said “see a financial adviser”. I did my homework and the company that stood out was O’Loughlin & Co. I called and spoke to a Richard Harris, who came to do an initial free home visit with myself and my husband. We immediately were both impressed with how knowledgeable he was, how he put us at ease with no hard sell. Decisions were left to us with Richard advising us of the options. In all in the last few weeks he has done three home visits and moving forward we have been advised we will have regular contact through the company. A1 company, professional and nothing too much trouble.

I have found the advice and support provided by Trevor be top notch. His mixture of professional experience and personal impact has been great

I have known our financial advisor Trevor O'Loughlin for nearly 3 years. We retired 2 years ago and Trevor has overseen and organised all mine and my wife's Investments since then. He is very a professional and organised person and always keeps us informed on how our investments are performing. We have regular meeting with him throughout the year meeting every 3 months. Trevors team are also amazing nothing is ever to much trouble and they deal with all our enquiries with the utmost professionalism and in a timely manor. I would highly recommend Trevor and his team. Thanks Joe & Jen

Referred to Trevor by a colleague some years back. Met with Trevor and was impressed with his knowledge and experience. Not looked back since! Really pleased, excellent service, friendly and professional with regular updates and advice. Highly recommended.

Trevor was an absolute Godsend when I contacted him for financial advice just over 3 years ago as he helped me negotiate what had been quite a complex journey into retirement,from the initial free but very comprehensive initial consultation about which way to go with my pension and other investments.He always explains things in simple language and keeps in regular contact.I would definitely recommend him,thank you Trevor

I was completely impressed with Trevor's financial help and support. Amazing professional customer service !!