Top 30 Best Financial consulting in Limerick

“I reached out to Hennelly Finance as when changing companies I had lost all my pension details and didn’t know where to start. They were so helpful and extremely professional from start to finish; from dealing with both Sandra and Caroline I felt I was in really safe hands. They were able to find all my old information and set up a new pension for me and I am thrilled with the outcome. Thanks so much and I would highly recommend Hennelly Finance to anyone with any queries on their pension.”

“As with all the reviews I too cannot recommend Fergus enough. We decided a months ago to go for a mortgage switch as out interest rate was very high. We got introduced to Fergus and he gave us a list of what to gather and that basically was it. Over the next few weeks any questions we had I would email Fergus and he would always come back very promptly he was also only a phone call away. He made the whole process very smooth and nothing was ever a hassle for him. I cannot recommend Fergus highly enough and always a professional and pleasant manner. To top it all off he is massive Limerick hurling fan like ourselves!! :-) We wish Fergus the very best for the future. Pat and Claire.”

“Jackie McQuillan was an excellent advisor for this first timer. I had never taken a meeting with a financial advisor but was recommended to chat to Jackie. From the start she was so professional and had so much knowledge on all the matters that was important to me. I felt I received sound advise on savings for my children along with life and serious illness cover. She was very approachable and easy to talk to and provided good financial advice in easy to understand terms. I felt that I wasn't being over sold or pressured into anything and Jackie really put me at ease.”

“While working with Richie Murray, we received a professional and helpful service on our mortgage application. Every question was answered in a timely manner and he took time to call us on numerous occasions. Richie was easy to talk to and made sure we understood everything that was presented to us. Murray and Spelman as a company really know their stuff, they were helpful, responsive, suggested options and recommended the best mortgage for us. We found that their assistance made the application process straightforward and we were kept informed as it progressed through the banking system. Thank you Richie, we will highly recommend.”

“Best financial advisor in Galway . Adrian took over the management of my pension and it’s doing great. We have regular reviews which I never had before. Highly recommend ⭐️”

“John came highly recommended by a close friend and we are delighted to have had his expertise in helping us secure our mortgage. John was always at the end of the phone if needed to answer our questions and queries. From our first meeting he explained everything clearly and made the whole process simple and stress free! He made securing our mortgage very straight forward and he has been an absolute pleasure to deal with. We would highly recommend John and co at Mullane Financial Services. Orlaith and Séadna, Clare”

“I am very impressed with the service that Yvonne has provided. Yvonne knows what you are entitled to and will deliver what she agrees with you. I was dealing with Yvonne regarding a pension, she delivered more than I expected and followed up after it was delivered to check that everything was ok. Yvonne has made my 2021. Thank You.”

“We have been with Bruen Financial Services for many years, and the level of expertise and service we have received could not be surpassed. I wholeheartedly would recommend them to friends and family.”

“Conor has been my financial advisor for the past 10+ years and has given sound advice on many various areas of personal finance including Pension Planning, Savings Products and Mortgage Applications. The prospect of tackling such issues is enough to fill the average person with dread but not so with the guidance, patience and understanding which are Conor's hallmarks. His personal interest in what is best for his client is refreshing and reassuring in this age of impersonal and indifferent professionals. I have recommended Conor to family and friends who are all equally happy with the outcome of their interactions with him. I cannot recommend Conor highly enough for his friendly personality combined with complete professionalism and responsiveness.”

“I would highly recommend Barry and his team at Wealthwise. They are always there to advise, assist and guide. No query is too small for them to deal with it and they are extremely professional in all the dealings I have had with them.”

“My husband and I have been dealing with Dave in Advent for over 10 years now. When we started as a family he made sure we were covered for our future with insurance and pensions. We have always got very informative advice and great guidance. Dave was also our broker for our mortgage, the whole process was went very smoothly and was always a call away with any queries or concerns we have. I would highly recommend this company as they are very Knowledgeable, friendly, & efficient.”

“I have been dealing with Pat and Edel for a number of years now. Pat has a great ability to explain a product or scheme in a way in which I actually understand . I never leave a meeting without clarity and this is very important to me. I feel that Pat takes my views on board and set up a plan based broadly on these views. Citylife have been absolutely central to my future financial planning and I trust them implicitly .I would readily recommend them to family and friends.”

“Anita and her team are just amazing. She made the whole process as smooth as possible , went above and beyond to get our mortage through so we could be settled in our new home for Christmas. Couldn't recommend highly enough.”

“Kevin was very helpful and patient with me on the phone. Thanks.”

“I've been working with Curran Futures since 2019 and can highly recommend their financial planning services. The team is highly professional, data driven, and very personalized. You don't feel like a number but get individualized service and a very responsive team that will proactively adapt to changing life goals”

“I found Gold Seal very clear and informative when selecting a pension plan. Edmund took the time to go through all the options and gave me peace of mind when it came to long term investing.”

“I have been a client of H&C for 20 years . They provide a super service and are a trusted advisor”

“Very helpfull a gentleman to do business with. Always makes the client feel at ease”

“The broker my husband and I were dealing with was Jason Greene. We found Jason extremely helpful, informative, professional and patient. Jason was very punctual with his appointments( phone calls due to Covid) and callbacks. The policy we decided on was very good value and ticked all the boxes for us. It was great having someone like Jason doing the legwork for us and willing to answer all our questions no matter how trivial. In fact I would tick all of the above boxes when rating Safenet Financial. It was a pleasure doing business with Jason and we would highly recommend this company. The broker my husband and I were dealing with was Jason Greene. We found Jason extremely helpful, informative, professional and patient. Jason was very punctual with his appointments (phone calls due to Covid) and callbacks. The policy we decided on was very good value and ticked all the boxes for us. It was great having someone like Jason doing the legwork for us and willing to answer all our questions no matter how trivial. In fact I would tick all of the above boxes when rating Safenet Financial. It was a pleasure doing business with Jason and we would highly recommend this company.”

“Both Jonathan and Fergus are absolute professionals ! Between these guys and there team you truly could not trust a better team of financial advisers - I have recently moved my pension to Self Administered with Castle Capital 100% recommended!”

“Met with the area representative who was very professional and informative. Will definitely use them in the future.”

“David has helped me to put shape on my financial planning and I have found his advice and attention to detail second to none. I would highly recommend his services which are both friendly and professional.”

“Excellent Solicitors. I used them when purchasing me home. Very diligent and hard working.”

“Myself and my husband dealt with Niall Kieran from Lawlor & Partner's.From our first meeting with Niall Kieran to the completion of our case, Niall has provided high level of professionalism,very understanding, clear,honest and trustworthy.He has great patience, especially to me, explaining legal aspects in laymans terms.He always kept us up to date and informed.Niall always returned calls when requested and we never had to chase him.Through the whole process Niall and his team have been amazing and great at what they do. I would highly recommend Niall Kiernan,fintan Lawlor and the team.Thanks so much to them and keep up your good work.”

“Very professional and has the heart of a teacher. Took time to explain to us different paths of proceeding and positives and negatives. Very practical outlook and provided exactly what we needed. Would absolutely recommend.”

“Best in town. Everything done to high standard with orla being the nicest lady to deal with.”