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Testimonials

I am delighted to have chosen Coleman Financial Planning to advise me on protecting my family and planning for my retirement. The advice I received was presented in a very clear and concise manner and I was confident I was getting the best deal in the market. I would recommend anyone to contact them if you are looking to get real independent advice

Karl Jennings Commercial Finance Director

We have been working with Coleman Financial Planning since early 2016. We both have a number of pensions from previous employments, and weren’t sure that we were maximising our return – or unnecessarily duplicating on fees. Daragh undertook a full review and came back with recommendations. We have made some changes e.g. consolidating funds where it made sense. We feel we are in safe hands with an expert who doesn’t try to blind you with science or numbers. We know that someone will now be looking at annual statements who understands them, and will work with us to secure our financial future

Niamh Gavin & David Considine

“I moved my pension and investment management to Coleman Financial Planning shortly after their establishing. This was largely due to a lack of confidence in a previous advisor, but also a suspected loss of interest on their part too. So what a surprise to meet Daragh who offered simple explanations and sound advice, such that I was then able to make informed decisions about my pensions and other policies I had accumulated. Daragh also was able to provide concrete financial planning which has left me with sure footing for the future”

Peter McElwee McElwee Pharmacies

I met Daragh to look at setting up a 2nd pension which he gave me great advice on and helped me setup. He then went through some other areas like the life insurance attached to my mortgage and came up with a significantly cheaper option providing identical cover. I also setup a saving scheme with him as well. He explained everything really well and I would not hesitate to recommend him for anyone looking for sound financial advice which is explained in terms that you don’t need to be an accountant to understand!”

Marc Flanagan EmEa Director-loT & Embedded at Dell

“We used Coleman Financial to look after our mortgage protection for a recent house purchase.  Daragh got us the best deal in the market and demonstrated very clearly, the difference in cost between all the providers.  We made a saving of over €15 per month, which over 25 years can make a significant difference.  He also helped me retrieve a pension fund I had from a previous job which means I can now control how it is invested and when I can access it”

Vanessa & Pat Kiely

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Testimonials

“The service I received from Coleman Financial Planning was excellent.  Daragh was a pleasure to deal with.  He understood what areas I wanted addressed and explained in a clear and transparent way, how I could achieve my financial goals.  The benefits to my finances were instant!  I would (and have!) no problem recommending Coleman Financial Planning to anyone who would like a professional financial advisor”

Julieanne Walsh Owner & Managing Director - Rock Paper Flower

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