“Through our association with Eolas Money, we have managed to get our financial situation on track and achieved all our goals for last year. In particular, we are very impressed with the preparation and detail that Brendan puts into all our face to face meetings which he conducts in a professional, yet friendly, manner.”
B & S Hurley, Navan, January 2014
“My experience from having Eolas Money manage my affairs has been extremely positive. Their professionalism, efficiency and delivery is second to none and I can highly recommend their services. I’m delighted to know that while planning my goals for the future I have great peace of mind with experts advising me every step of the way.”A Loughnane, Cork, January 2014
We have retained the services of Eolas Money as it is clear their only agenda is the financial wellbeing of their clients and they are experienced and knowledgeable. There’s no hard sell and the advice is impartial and client-focused. Brendan organises regular follow-ups to ensure we are on track and to keep up-to-date with oursituation. We would recommend Eolas Money to anyone who wants to be in control of their finances – now and in the future. T & T Ryan, Kilkenny, January 2014
From our first meeting with Eolas Money, we knew that we had found someone who wanted to provide us with highly professional, usable and in depth advice on all aspects of our finances. No area was left to chance – from day to day budgeting, health insurance, mortgages, pensions and providing for our children’s futures.They were able to untangle our previous four years tax returns, put them right and claim back a substantial amount of money for us.We are very happy with the exceptional level of service we have received from Eolas Money and would recommend them to anyone needing sound financial advice. J & M Ryan, Public Servants, Co. Tipperary, August 2011
What do you do when the Government keeps changing the goal posts re taxes, job conditions and pension plans? How do you live reasonably well while responsibly planning for an insecure future? Where do you go to find value for money advice that leaves you in control of your finances with the assurances of accurate, up to date information? Meet with Eolas Money like I did and you will stop being anxious about your money matters. AMJ, Teacher, Cork, December 2010
I have been delighted with the service provided to me by Eolas Money. Unlike any financial advisors I encountered in the past, from the beginning, they have taken the time to learn first about my business and then about my personal objectives, so that the advice they give to me is specifically tailored to my needs. The plan they prepared for me was clear and direct, and the minute I started reading it I knew it was what I was looking for. Now, thanks to Eolas, I understand my money, and I have a plan for my finances that’s designed especially for me”.
A Smith, Co. Louth, April 2011
We are delighted we availed of the services of Eolas Money. We found the service offered to us extremely thorough and professional. We received much needed help and advice on all aspects of our finances, now as a result we have a much better understanding of our tax affairs, pensions, health insurance, life insurance and investments and we are amazed and delighted by the savings we’ve made, we even received a tax rebate. Jim from Eolas Money met with us five times in our own home. During his visits he took the time to get to know us and to listen to our concerns about our finances. The decision to avail of Eolas Moneys’ services was definitely one of our better ones! We wouldn’t hesitate to recommend. Thank you!!
D & A Smith, Dublin, July 2012
We would have considered ourselves good with money but perhaps lacking an overall structure and long term plan. The team at Eolas Money provided a detailed analysis of our current financial situation which highlighted many areas we knew needed improvement but also came up with some surprising elements. Having completed a number of tax returns in recent years we thought we were up to date but Eolas Money found areas where we had overpaid tax and were proactive in dealing directly with the Revenue Commissioners to resolve this. They also helped us consolidate our diverse pension plans so that we are now confident of our financial security at retirement. The structure they have given us in day to day budgeting and spending has allowed us better manage the present while also saving for the medium and long term. We would consider hiring Eolas Money to have been an excellent investment in sorting out our finances and would not hesitate to recommend them.
C & A Flynn, Co. Tipperary, July 2011
We have always had a fragmented approach to managing our finances and had decided the time was right to become more efficient in our planning. During our initial meeting we were very much put at ease by Brendan and he took the time to understand our financial situation. He then carried out a comprehensive assessment and developed strategies to help us implement our financial plan. The result of our having joined Eolas Money is that our tax affairs are now up to date for the first time, with a healthy rebate from Revenue an unexpected bonus, our short term loans have been repaid, we have a structure in place for our children’s education and the suitability of our mortgage, life insurance, health insurance and pension plans have all been reviewed with more favourable arrangements having been made, where advisable. In short, Brendan has ensured that our money is now working harder for us. We meet on regular occasions in our home with Brendan and he has made the intricacies and complexities of financial planning appear simple. Brendan regularly reviews with us the strategies he has developed to help us implement our financial plan and keeps us up to date with developments relevant to our situation. We have found Eolas Money to have provided a first class service and we particularly appreciate that Brendan and Jim work closely as a team, providing their clients with a combined expertise. We look forward to forming a long term relationship with Eolas Money and would not hesitate to recommend the company.
K & M Sexton, Wexford, July 2011
Not only for their fantastic budgeting advice and knowledge but also for their rapid responses to any queries no matter how small.Frequent visits keeping us on track making our financial dilemmas and problems so much easier to tackle. Their support is invaluable during these difficult times, Many thanks Eolas!
N & R Lee, Waterford, August 2011
My experience having Eolas Money managing my affairs has been very positive. Their professionalism, efficiency and delivery of one to one service is remarkable and has been a great benefit to me both financially and planning my goals for the future. The result of which gives me peace of mind in knowing that I have experts advising me.
L. Vard, Co. Dublin, May 2012
I would like to compliment Eolas Money on their level of customer service. I found Eolas Money easy to deal with. When Jim made an appointment he kept it and in the meetings I had with him, he took the time to explain fairly technical financial details in simple language. He was always quick to respond to queries and I found him to be highly competent and very courteous. Any timeframes he outlined for progressing the issue at hand was dead on target. I would have no hesitation in recommending their services to anyone seeking financial advice.
B Doyle, Co. Limerick, May 2012