Testimonials

The late and great Steve Jobs said start with the customer experience and work backwards to the technology. At Liffey Financial Services we start with the customer experience and work backwards to the financial advice. Some feedback..

Our clients say

We have over ten years of experience with top business professionals

Working with David has proven to be an invaluable experience. He has a very different and refreshing approach that has taught us a lot about financial matters while also remembering to enjoy things along the way! Having worked with many financial advisors over the years David is a stand out and I would highly recommend him

David has been our family's finance advisor for over 10 years now and has guided us safely through mortgages, pensions, investments and life assurance in a holistic and comprehensive manner over that time. He has given us a sense of control and understanding of our finances which in my experience is unique. David stood apart from other advisors in that provided a single (understandable) view of how we stood financially and the steps we needed to take. Without any fear of contradiction David has advised us in all key financial decisions and has saved us many thousands or euro and the stress and worry that goes with it. Most importantly though he has given us comfort in a realistic plan for our future life.

I had the great pleasure of getting know David over quite a few meetings in which he was genuinely trying to help me plan my present and future and was willing to help in every way possible. You don't meet many people like that. A financial adviser interested only in the client’s long term goals.

I have used David’s services on a number of occasions and find the service to be consistently excellent. Financial advice is an area which causes anxiety in most people, myself included and I find David’s honest and open approach to be exactly what I want when I am availing of financial advice. In his new company, Liffey Financial Services, David offers high quality, expert, independent advice, which is excellent value. I would and do highly recommend David’s services to anyone looking for financial advice on anything from savings and investments to pensions and everything in between. I will certainly be using his services in the future for my financial advice requirements and am happy to recommend giving him a call if you require financial advice.

I have been working with David for a number of months now on personal financial projects, I have found him to be very professional at all times, I would recommend him to others.

I met David at a Networking event and instantly warmed to him. After hearing David presentation, I knew what he had to offer was a match for what we needed. After going through David’s process and taking an honest look at our financial future we got to work straight away with some of David’s recommendations. Fast forward 6 months, I can hand on heart say that with some small decisions and changes the difference in our we are not only thinking about our finances is incredible. Without David’s service we would have been heading into unnecessary financial struggles in our future. Thank you David and I can’t rate him high enough

I have been a client of Liffey Financial Services for several years. Since working with Liffey Financial Services they have met and surpassed my expectations. They take the time to really know each of their clients, which gives me every confidence that my financial goals are well understood. I have always been dealt with in a positive and friendly manner. Their efficiency is very impressive. They regularly provide me with updates and any queries I have had are always dealt with immediately. I am always confident when recommending them to family and friends.

We have done business with David for many years now in a couple of different areas. Before working with Liffey Financial we had a perception that all Financial Advisors were pushy & out for a Commission! But dealing with David has been the complete opposite. He offers sound unbiased information, with no pressure or obligation to ‘sign up’. We took our time to digest the information & often called David in for a 2nd meeting to reiterate, and he was more than happy to oblige. Then when we made our decision we contacted David & finalised the deal. David is informal & friendly, approachable & helpful. We would recommend his services 100%.

David – a quick note to say thanks very much for all the information you shared with me when I was looking for a mortgage and a life insurance. I would have been lost without your advices that helped me to select the most appropriate product. You took the time to explain to me everything I needed in a very clear and understandable way. Thanks to you, everything is sorted now!

David O' Neill has been advising me on my PRSA since 2009. Throughout this period I have found David to be knowledgeable, helpful and professional and I would have no hesitation recommending him.

David helped tailor our life and mortgage cover to what we actually needed for the best possible value. He has his clients best interest front and centre during all financial planning.

My experience of working with David over the last two years has been excellent. He has assisted me and my clients with many financial matters. In particular he assisted me with some life assurance requirements I had and he made the process very easy for me and persevered even though it took me a little time to get the documentation and everything together. He gave me some great advice about all the different companies that are out there in the life insurance market and same was independent and very informative. David is also assisting my clients and they are very happy with his service. I would have no hesitation in recommending David to anyone who might require advice on pensions or investments or life assurance products.

David O’Neill t/a Liffey Financial Services is regulated by the Central Bank of Ireland

David O’Neill
Liffey Financial Services,
20 Portersgate Court,
Clonsilla,
Dublin 15.

Tel: 01 8227673 mob:0861673907
davidoneill@liffeyfinancial.ie

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