DW FINANCIAL LIMITED, SERVING OUR CLIENTS FOR MORE THAN 35 YEARS.
Our founder and Managing Director, Des Whelan, has built the company over three decades based on customer care and personal referrals. Since 1982, we have been providing financial advice and services to thousands of individuals and families all over Ireland, on a range of products including mortgages, life insurance, pensions and investments.
Our professional approach to financial planning and dedicated customer service ensures that all of our clients and their families live each day with “Peace Of Mind”. Come talk to us to find out more about our approach to financial planning.
DW FINANCIAL LIMITED SERVING OUR CLIENTS FOR MORE THAN 35 YEARS.
Our founder and Managing Director, Des Whelan, has built his company over three decades based on customer care and personal referrals. Since 1982, we have been providing financial advice and services to thousands of individuals and families all over Ireland, on a range of products including mortgages, life assurance, pensions and investments.
Our professional approach to financial planning and excellent customer service ensures that all of our clients and their families live each day with “Peace Of Mind”. Come talk to us to find out more about our approach to financial planning.
DW Financial A company that knows its clients.
A company that knows their clients.
OUR FINANCIAL PLANNING PROCESS
1 UNDERSTANDING YOUR INDIVIDUAL FINANCIAL NEEDS.
After the initial contact, we will arrange a suitable meeting where we will undertake a comprehensive financial review. This involves looking at your current situation and any existing policies you may have. All information obtained is on a confidential basis.
2 PREPARATION & PRESENTATION OF YOUR FINANCIAL PLAN
After our first meeting we will have the necessary information to prepare a personal financial plan specifically tailored for your needs. At the second meeting we will go through this report with you. This will enable you to make an informed decision as to how, or if, you would like to proceed be it in part or in full with our recommendations. We will secure at the most competitive prices available, the proposal which best fulfils your needs.
3 IMPLEMENTATION OF YOUR FINANCIAL PLAN
We will submit the relevant application forms to the companies on your behalf. We will progress your application to completion, keeping you informed at each stage of the process.
4 ONGOING MONITORING AND REVIEW
Financial Planning is something that needs to be reviewed and monitored on a regular basis and should not be a once-off scenario. This ensures that you have the best product at the best price, at any given time. At DW Financial we provide ongoing support and are always available to our clients should they need any further advice or assistance.
MEET OUR ADVISORS
PENSIONS & INVESTMENTS
“For the past thirty years or so our family have relied on DW Financial Limited for advice on all our investments. During all this time, irrespective of the financial climate which has hit many highs and lows, Des Whelan has taken very good care of our investments. His forward planning has helped us tremendously over the years. We always got sound advice, tailored to suit our needs, and everything was carefully explained before we made any commitments. I cannot fault in any way the wonderful service that we have received and would heartily recommend this company to anyone needing help and advice on money matters. I would give five out of five for a first class service.”
Thank you so much.
“In our dealings with DW Financial Limited, my husband and I have found them to be professional, efficient, hassle free and always available. Des is pleasant, trustworthy and we never felt pressurised into buying into a product. We found the products recommended invaluable. We took out serious illness cover in 1997 and I suffered a stroke in 2002. I was able to return to work after 4 months and never considered a claim and therefore never advised Des of my medical situation. In 2013, after making Des aware of my earlier stroke, DWF pursued a claim and it was successfully paid retrospectively. We also took out a savings/education policy in 1994 and the value that accumulated paid for both my daughter’s degrees, H Dip and Masters in 2006, 2008 and 2010.
Very good customer care service and always available on the phone or to call out if needed. He is personable, understanding, always available, well informed and works hard to find a product that suits all parties. He is very well supported by excellent staff and it is a pleasure to deal with DW Financial Limited.”
“Both my husband and I would highly rate DW Financial Ltd, for the ease with which you can contact them or if you have concerns over anything they are always at the end of the phone to explain and help you make the right choices or decisions. We have been with Des Whelan for many years and during this time our needs changed from a married couple to a married couple with 2 children to now a retired couple. At all times Des has been there to point us in the right direction in relation to life cover and other matters and most recently we found Debbie to be invaluable in dealing with us. We have always found DWF to be at the end of the phone for us to answer any questions we might have. In the last two years both my husband and myself were looking for the best returns with our pensions and they went to bat for us and got us the best that was available.Both my children have gone through the process of Mortgage Protections/ Life Insurance with DW Financial Ltd.
Apart from Des bringing a few cream cakes to the house when he comes, there is nothing we would improve.”
“I have been a customer of DW Financial Limited for many years and have always found them very helpful, easy to contact, and always up to date with what’s available out there. Their advice on policies is always clearly explained so there is no confusion. Policies offered are always made to suit your needs, and pocket, so there was never any pressure to sign up without Des explaining exactly what you were receiving. DW Financial Limited kept regular contact with me by phone and home visits to answer any queries I may have.
I would have no hesitation in recommending Des to anyone who asks. He is a decent, hardworking and pleasant man to deal with.”
“In relation to DW Financial Limited, they are very easy to deal with. The advice they gave and the products they recommended suited our needs and they explained everything in great detail. The level of communication during the process was excellent and we found them to be very relaxed and cheerful. There was no pressure on time at our appointment and we were always able to phone the office at any time with follow up questions.”
“I would highly recommend DW Financial Limited for all personal insurance needs. I have been dealing with them for the last couple of years and my experiences with them have always been hassle free with excellent value.
It has always been a pleasure to deal with them as you are given immediate attention by helpful, friendly and professional staff.”
“I was recently looking to update my life policy. A friend recommended DW Financial Limited. They were excellent. Des called to my home and explained different policies in plain English. Debbie was fantastic on the phone, cheerful, efficient and always there to help.
My husband had a pension from the UK and he could not get anyone to look after it for him. He contacted different brokers and banks but no one was willing to take it on. DW Financial Limited agreed to look after it and they got his pension transferred to Ireland. It involved a lot of work for DW Financial Limited to get the pension transferred and they were great through the whole process. I have no hesitation in recommending DW Financial Limited.”
“I have been doing business with Des for around 20 years. I have placed my mortgages, life cover, serious illness and investment bonds with Des’s business over this time. I would have a policy review with Des every 3-5 years. I really value these reviews as the companies bring different products to market which can provide better options and value than I have already. Following the review, Des and I agree if anything needs to be changed or if I can get better value with another product. I appreciate his “outside the box” thinking and his honesty and integrity. He is always looking for the best option for the client. He looks at it as if it was his own policy and investment.
Debbie is very helpful, supportive and efficient. Everything is followed up until it’s all completed and the policy commences. I would have no hesitation in referring business to Des and his team.”
“To Debbie and Lisanne. We want to say a huge thanks to the both of you for helping us buy our new home. You were such a pleasure to deal with from start to finish. We really appreciate all you did and answering all the many emails and queries back and forth.”
All the best
“Just a little note to say thanks for all your help with the bank and pushing for our draw down! We really love our new home and we’re settling in now after all the moving madness. Thanks again”
“Debbie, thank you so much for all your help getting us “over the line”. You are truly a wonder woman!”