They’ve helped us build a position where we know our family will be okay.
Kieran
I knew the theory, but needed help putting a proper structure around my own finances.
My name is Kieran O’Donnell. I’ve been a client of Qi for about seven years, and I’m looked after by Tim Rea.
I originally got in contact with Qi because I’d been working in finance for about 10 years, and I had amassed some assets. I had recently sold a house, as well, so I needed to think of prudent financial planning and what the right next steps were. I knew Tim, my contact at Qi, from earlier on in my career. I always thought very highly of him, and we kept in contact, so I knew what he was doing at Qi that it would be the right firm for me.
I had money from the sale of a house and from assets that I built up over a decade of working in finance. It’s often true that people in finance don’t actually look after their own money particularly well, but I understand about the power of compound interest, the importance of having your affairs in order, and investing over a long period of time, so, I was keen to have everything in order in the right places across my pension and my general investment account, and so on, and to take tax advice as well. Those are the objectives that I wanted to reach.
I wanted to work with Tim, because, first of all, he knows his stuff – he’s very financially literate, as you’d hope. He is a very good guy. When you speak to him, you can tell that he cares about you, he’s trustworthy and he really takes an interest in your specific situation and how he and Qi can help solve any issues that you may have. I certainly felt like I was taken good care of, and that I was in the right place for me.
Over the years, Tim’s helped me with a lot. When I first became a client, we very much focused on investments related to my pension, my general investment account, and ISA, and a variety of investments within that reflecting my personal needs. I moved to Brazil about five years ago, and during my time as a client, Tim was also super helpful in helping me think about the structures that I have here in the UK, and providing general advice on leaving the country, and continuing to be involved in both.
I feel confident about my financial future working with Tim and Qi. I feel like I’m in a safe pair of hands, they are attentive to my needs and my objectives, and whilst we can’t control the markets, I feel that together we’re going to navigate it as best as we can with my best interests at heart.
My three words to describe Tim are knowledgeable – he’s an expert in what he does, and he gives great advice, so I feel comfortable in that respect. I’d say cheery – he’s a very happy guy, who’s a pleasure to meet with, so, it’s always a joy working with him. Finally, I would say trustworthy. As the word suggests, I believe everything he tells me, and I believe it’s in my best interest. He’s a pleasure to work with.
I would wholeheartedly recommend Tim and Qi. They have been great. I’ve been a client for seven years, and I’ve always felt well looked after, not lost among the sea of clients, but someone they value and provide good advice to; they’re considerate. They provide good, trustworthy advice, all at a very reasonable fee for the service they provide. I certainly recommend them.
Hear from our other clients
When we retired, we needed help managing everything; now we can just get on with life.
They’ve helped us build a position where we know our family will be okay.
When we retired, we needed help managing everything; now we can just get on with life.
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