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 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.

Rebuilding our website

Dear clients, we are currently rebuilding our website to update all our content on our services and products. Bear with us through this update process. We will have the site updated ASAP.  

Please feel free to contact us here for any of your queries

CLICK HERE TO CONTACT US 

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.

Rebuilding our website

Dear clients, we are currently rebuilding our website to update all our content on our services and products. Bear with us through this update process. We will have the site updated ASAP.  

Please feel free to contact us here for any of your queries

CLICK HERE TO CONTACT US 

DW Financial    A company that knows their clients.

DW Financial
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, looking at your current situation and any existing policies you may have. All information obtained is on a confidential basis and there is no obligation or cost.

2 PREPARATION & PRESENTATION OF YOUR FINANCIAL PLAN

After our first meeting, we will have the necessary data, to prepare a personal financial plan specifically tailored for your needs.At the second meeting we will go through this report enabling you to make a decision as to how, or if, you would like to proceed, in part or in full with our recommendations.We will secure, at the most competitive prices available, the proposal which best fulfill 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 in something that needs to be reviewed and monitored on a regular basis and should not be a once-off scenario.
At DW Financial Limited we provide ongoing support and are always available to our clients should they need any further advice or assistance.