We have had many varied and interesting clients. It’s always good to know about the experiences of our customers.
We met with Ollie last year to get a full over-view of our financial situation. Following a comprehensive report Ollie developed a savings and pensions plan that will meet our future needs and expectations.
Ollie is a family man, who, understands the challenges that lie ahead, planning for our children’s education to planning for the rainy day. The whole process was delivered in a professional and interesting manner. Thank you Ollie.
OMFS have been providing financial advice for my wife and I for the past 15 years. With both of us working and leading busy lives, financial planning hasn’t always been top of the priority list, that’s why we looked to OMFS to become our trusted Financial Adviser. Thankfully this has proven to have decision we have not regretted. We find Ollie and staff to be friendly, professional and very practical when it comes to financial advice. Regular updates and twice yearly reviews are very helpful in a changing financial environment.
James & Olive, Tipperary
In the midst of the financial meltdown and having become disillusioned with the banks, I turned to Ollie for support & advice in putting a recovery plan in place. His openness, honesty & integrity in all areas of our financial planning was a breath of fresh air and enabled us to get back on track. This has subsequently allowed us to put in place a Business Protection plan and also a very tax efficient pension plan which is performing well. We have always received excellent advice and direction on our financial planning needs. Ollie also pointed us in the direction of his professional contacts with specific taxation and legal expertise. This has complimented and added value to his own service offering. His re-location to Castletroy allows easy access to drop in at short notice to chat through urgent matters – overall a superb service that I would recommend to everyone.
George & Catherine, Lisnagry
We have been clients of Ollie’s since 2010. In that time we have been really impressed with the personalised professional service and advice given to us, and how he has tailored this advice specifically to suit our current situation and future needs. This was highlighted in recent years when we saw the need to plan for our children’s education and with Ollie’s advice and stewardship we set up a fund that matches our risk profile and offers us the flexibility to alter should our circumstances change.
We continue to be impressed by Ollie’s expertise and attention to detail and how he conducts his business in a professional and ethical manner. We would have no hesitation in recommending Ollie Moran Financial Services and we look forward to continuing our relationship with Ollie and his team over the years to come.
Majella & Vincent, Ogonnelloe