Testimonials

I have been dealing with Kevin O’Neill for many years and in that time, he has saved me thousands and made me thousands. He has helped me to focus on putting money aside for retirement and how I can achieve it. It’s a refreshing change compared to someone trying to sell me a product or a policy.

Michael Rossiter, Kilkenny

Kevin O’Neill is knowledgeable, professional and client-focused. He respects your opinion and provides a service based on personal attention. We have found the advice and service provided by Kevin to be professional, reliable, and valuable. We would recommend Kevin to our friends & clients looking for a financial adviser with a longer-term view.

Aidan O’Gorman, Wexford

The critical aspect is the personal service. You are it. The contact is with you either in person or by phone and phone contact is often immediate. Not only are you well prepared for our meetings, but hold many of the financial facts and investments in your head. You are keen, competent, efficient, and pro-active on our behalf.

Thomas Whitley, Kilkenny

Kevin is prepared to spend time listening to our needs and views and provide advice that focuses on our particular requirements, rather than routine advice backed by a standard range of one-size-fits-all products. We fully appreciate his genuine and ongoing concern shown for the wealth, welfare, and security of us and our family.

Andy & Helen Casey, Kilkenny

With work and family life being so hectic it is essential that when it comes to planning for the future you get the advice of someone who is on top of their game. We wanted to get an overview of our family’s current protection, savings and pension arrangements/requirements. Kevin provided exactly what we required and more. We were able to see clearly what our financial position was now, and also what it would look like into the future. This gave us clarity, allowed us to prioritise, and, with Kevin’s assistance, implement key actions. We have found Kevin to be very efficient, professional, and expert and we are happy to recommend him.

Redmond Photography – Tipperary

Kevin has been our financial adviser for the last few years and has been a source of invaluable advice and expertise during that period. He took over our existing pension and investment portfolios and restructured them to our benefit.  He continues to manage them in a proactive and expert manner. As we live overseas we have entrusted Kevin with the management of our financial planning affairs and we are delighted to have someone as trustworthy and conscientious as Kevin working on my behalf. We would highly recommend Kevin to anyone looking for financial advice.

Mark & Val Green, Dubai

Kevin is always extremely courteous and professional taking the time to listen to our changing financial needs. The advice he gives has always been reassuring and has helped us enable our future financial plans with our needs always at the forefront. I would highly recommend Kevin to provide a true client-centered and professional service.

Michael & Aine Doran, Kilkenny