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Tanya O'Carroll

Managing Director

Specialism: Trustees

Company: Oak Group

Location: Douglas, Isle of Man

Send an enquiry to: Tanya O'Carroll

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Citywealth rating

3.666665
Average: 3.7 (3 votes)
Fee Level:
3.666665
Average: 3.7 (3 votes)
Quality of Advice
3.666665
Average: 3.7 (3 votes)
Communications Skills
3.666665
Average: 3.7 (3 votes)
Interpersonal Skills
3.666665
Average: 3.7 (3 votes)
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Co-worker review:

Tanya is a very knowledgeable Director. She is very approachable and always makes time to explain things I may not understand. She is always happy for me to be a part of new experiences and takes the time to ensure I understand what I am doing and why.

16 Aug 2019

Peer review:

Tanya has always been entirely dependable and always focused on what is best for the client, as opposed to her or the firm that she is representing. I have known Tanya for in excess of 5 years and in that time she and I have conversed and met on many occasions to discuss all matters relating to offshore wealth management.

12 Aug 2019

Co-worker review:

Working with Tanya is a real pleasure. She is very knowledgeable and thoughtful. She explains things thoroughly and always is sure to involve you in the decision making process. Staff , clients and introducers all think very highly of her. She is extremely capable and well informed and a great work colleague.

09 Aug 2019

Peer review:

Having worked with Tanya at Kreston IOM ( Subsequently renamed as Oak IOM ) I have always found working with her to be an enjoyable and worthwhile experience. Tanya works hard to achieve the best result for all of her clients, going the extra mile to ensure she delivers a comprehensive, competitive and well informed proposal. She provides alternative thinking and uses her vast network and skills to deliver excellence at all times. As Managing Director of Oak IOM she provides guidance and strategic thinking, ensuring the Oak group IOM and worldwide brand continues to grow and develop into the provider of choice in the CSP industry. She is an excellent team leader/Manager and believes strongly in developing her teams’ skills ensuring there is not only succession planning but also that she is surrounded by an excellent, well-educated and supportive team. As a result she is incredibly well liked and respected amongst her staff and Island wide.

09 Aug 2019

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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2019 

Tanya O'Carroll currently has no Citywealth award

Tanya O'Carroll currently has not indicated their average client size

Tanya O'Carroll currently has not indicated if they have a fixed fee offering

Oak Group

Number of offices globally: More than 5

Tanya O'Carroll currently has no contact details

Co-worker review:

Tanya is a very knowledgeable Director. She is very approachable and always makes time to explain things I may not understand. She is always happy for me to be a part of new experiences and takes the time to ensure I understand what I am doing and why.

16 Aug 2019

Peer review:

Tanya has always been entirely dependable and always focused on what is best for the client, as opposed to her or the firm that she is representing. I have known Tanya for in excess of 5 years and in that time she and I have conversed and met on many occasions to discuss all matters relating to offshore wealth management.

12 Aug 2019

Co-worker review:

Working with Tanya is a real pleasure. She is very knowledgeable and thoughtful. She explains things thoroughly and always is sure to involve you in the decision making process. Staff , clients and introducers all think very highly of her. She is extremely capable and well informed and a great work colleague.

09 Aug 2019

Peer review:

Having worked with Tanya at Kreston IOM ( Subsequently renamed as Oak IOM ) I have always found working with her to be an enjoyable and worthwhile experience. Tanya works hard to achieve the best result for all of her clients, going the extra mile to ensure she delivers a comprehensive, competitive and well informed proposal. She provides alternative thinking and uses her vast network and skills to deliver excellence at all times. As Managing Director of Oak IOM she provides guidance and strategic thinking, ensuring the Oak group IOM and worldwide brand continues to grow and develop into the provider of choice in the CSP industry. She is an excellent team leader/Manager and believes strongly in developing her teams’ skills ensuring there is not only succession planning but also that she is surrounded by an excellent, well-educated and supportive team. As a result she is incredibly well liked and respected amongst her staff and Island wide.

09 Aug 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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