Danuta’s story
Danuta is 65 and has been retired for the last five years. She is now single with four children and four grandsons (aged 7,6,4 and 4). She was previously an English and Drama teacher but then specialised in special needs education and moved into senior management.
Her parents were both Polish and survivors of the Second World War. Her father was commended for his involvement in the D-day landings and her mother was involved in the Warsaw Uprising of 1944, before being sent to a concentration camp. They died some years ago, but their legacy was to pass on a strong belief in saving and managing money carefully.
Why did Danuta choose to work with Blue Ocean?
Danuta had already worked with a financial adviser who had been introduced via her employer. However, when he decided to retire, he recommended that she work with John Doyle, who then went on to establish Blue Ocean.
How has Blue Ocean helped?
John Doyle has since handled all aspects of Danuta’s financial planning, including mortgages, pensions and other investments such as ISAs.
Most recently, John has advised Danuta on an income ISA, designed to bridge the gap in her income until she can claim the State pension. John has helped in other ways, for example by recommending a solicitor who has provided an excellent service.
How has Danuta benefited?
Danuta enjoys being in retirement, especially now she has the time to spend on her hobbies. She paints botanical watercolours and does lacemaking and sewing. She is an avid reader of all types of literature, and loves spending time with her four grandsons.
What Danuta really appreciates is the feeling of safety. In her words: “I like knowing that there is somebody there who will answer my questions and get back to me straight away.
Blue Ocean has a fantastic support team and you know that you’re being looked after. I don’t have a great deal of money, but I feel like a millionaire! Blue Ocean provides a personal touch – the whole team is kind and empathetic. I don’t need to contact them all of the time, but they are there when I need them.
I trust John implicitly; he’s a very honest and hardworking man and is always looking out for my best interests. He has never given bad advice and there are lots of things I wouldn’t have been able to do without his advice and guidance. He’s my safety-net and I’ve recommended him to lots of my friends.”
Danuta is looking forward to receiving her State pension in the next few months which will mean that she can go abroad once in a while, as well as gift more money to her grandchildren.
Testimonials
Working with Blue Ocean has enabled myself and my wife to invest our pension savings with the confidence that they are being managed by a professional team of qualified financial advisers. They have been very supportive and responsive when we've requested a detailed analysis of our investment performance and the outcome has been positive in terms of the expected returns. I have recommended family and friends to Blue Ocean and they have been equally very satisfied with the service.
Glen Ridout
Kent
A client since 2011
We would have no problem whatsoever in recommending the services of Blue Ocean for sound financial appreciation and advice, all handled in a friendly, convivial and concerned manner. Blue Ocean are always looking at how they can go that extra mile for their clients. This is a rare positive commodity in any business environment in today's world. The financial advice is always considered and simply explained in terms of what if and if you invested here etc. There is no pressure put on me to invest in high-risk return possibilities and at all stages the advice given is tailored to the perceived situation of their clients.
Barry William Ednie
Tonbridge, Kent
A client since 2013
Over the past 18 years, I have received very reassuring advice on my investments and always been treated in a friendly but professional manner.
Jacqueline Prosser
Surrey
A client since 2001
I have known John for over 20 years and have always been satisfied with his integrity, knowledge and reliability. I recommend him to business and family contacts without reserve.
Paul Richardson
Surrey
A client since 2002
Bespoke service... friendly, helpful staff.
Jane Stevens
Dartford, Kent
A client since 2017
Blue Ocean resolved a difficult situation in a very satisfactory way. The whole staff are extremely friendly and helpful and it was very cost-effective.
Richard Mersh
Kent
A client since 2017
Since we have used John and the team over the years our investments have gone from strength to strength. We’re very happy with the work they have done for us. I am now in a position to retire with no money worries.
Keith Yeates
Kent
A client since 2008
Honest, well versed, ‘personal touch’ business out to make sure everyone has satisfaction.
John Townsend
Hearn Bay, Kent
A client since 2017
I have received honest advice in a relaxed, friendly environment with my personal circumstances paramount.
Janice Hill
Kent
A client since 2009
I love Blue Ocean Hartley! So very helpful and fantastic staff.
Christine Bryant
Dartford, Kent
A client since 2009
Blue Ocean has always given me the help and advice that I feel protects my family’s investments. Not only have we used Blue Ocean for more than 20 years, but the team have always made us feel welcome. Always at the end of the phone for any advice we may need. Many thanks!
Russell Paul David
Rochester, Kent
A client since 2001
I have been advised by Blue Ocean for the past 21 years, and have always found their service sound, helpful and supportive.
Louise Bober
Kent
A client since 1999
Having the benefits of sound financial advice from Blue Ocean for over 20 years, I would recommend them without hesitation.
Andrew Martin
Medway, Kent
A client since 1999
We have used John Doyle and Blue Ocean for over 20 years as our financial adviser for everything from mortgages, pensions, income protection, trusts and investments. His advice has always been realistic, reliable and no-nonsense. He has always understood our requirements and has advised accordingly.
Michaela Franklin
Kent
A client since 1999
I find them very easy to deal with. Extremely knowledgeable and with no pressure.
George Howell
Bexleyheath
A client since 2016
I moved my investments to Blue Ocean in 2014. The advice I have received has been more professional and my investments have performed better. The staff are polite and always quick to respond to queries.
Lee Menzies
East Sussex
A client since 2014
Having been a client of Blue Ocean for the past 3-4 years, I can honestly say there is nobody I trust more with regards to my financial future than John and the team. Too good to be true? Not with Blue Ocean!
Liam Ryan
Essex
A client since 2016
Very good, friendly advice from a good team.
Stephen Williams
Kent
A client since 2010
Knowledgeable, approachable and always happy to discuss my issues.
Michael Southall
London
A client since 2018
Professional and reactive to any questions regarding your investment.
Michael Gould
Kent
A client since 2011
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