Financial Advisor in Drogheda

 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Declan Sheridan 
 
48 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Great advice from Oisin with tangible outcomes , quickly increasing in the value of investments.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Javad Hosseinian 
 
49 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I've just had my annual pension review with Oisín, and once again it confirmed why I trust him with both my personal pension and my company's pension through JH Compliance Consultancy. What I appreciate most is his straightforward, no-nonsense approach. He explains everything clearly, gives honest advice, and focuses on what's genuinely in my best interests rather than trying to sell products. Every meeting is well prepared, informative, and leaves me confident that my pension planning is on the right track. If you're looking for a knowledgeable, trustworthy financial advisor who keeps things simple and practical, I can highly recommend Oisín. An absolute pleasure to deal with.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Anne Healy 
 
57 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisín is currently my financial advisor, and I’ve found him to be professional, knowledgeable, and highly responsive. He takes the time to explain the options available, answers any questions promptly, and provides regular check-ins to ensure I stay informed about my investments. I have been very happy with the level of service, communication, and support he has provided throughout the process.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Camilo Girón 
 
63 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisín has been incredibly helpful, knowledgeable, and professional throughout the process. He took the time to explain everything clearly and made what could have been a complicated experience feel straightforward. I wouldn’t hesitate to recommend him to anyone looking for trusted financial advice.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Trevor Cunniffe 
 
92 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have recently worked with Oisin and his colleague Courtney with regard to a number of old pensions I had linked to different previous jobs. They were extremely helpful and very responsive to all of my questions. I got almost immediate feedback for all of my queries. The length of time it took to get lump sum payments was much quicker than expected. The same is true for how long it took them to set up my retirement bonds/ARFs. I would highly recommend them to anyone who is thinking of accessing their pensions.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Chris McFerran 
 
124 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I reached out to Oisin about moving a pension from previous employer, as well as other investment advice. He has been excellent from the very first communication, and would highly recommend.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Pat Carroll 
 
169 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I recently worked with Oisin Gerathy at Secure Your Future to get my pension properly organised, and I couldn’t be happier with the service. Everything was explained clearly, and the whole process was handled in a very professional and straightforward way. A special thank you to Courtney, who was incredibly helpful throughout – always responsive, patient, and willing to go the extra mile to make sure I understood my options and felt confident in the decisions being made. I would highly recommend Oisin and the team at Secure Your Future to anyone looking for reliable and knowledgeable advice on pensions and long-term financial planning.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Simon Bockett 
 
231 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisin listens and always delivers. He is quite simply the best QFA I have ever consulted. Adaptable, fully up to date with current pensions and financial advice. During our review session today he provided a great tip about a Dutch pension I am entitled to having worked in The Netherlands over 30 years ago. If you need any kind of financial and retirement planning guidance, give Oisin a call.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Ger Flanagan 
 
235 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
It was a pleasure to work with Oisin from start to finish. All guidance was clear and every question I asked was answered thoroughly. Never felt pressured at any stage whilst investing in a pension and he was extremely patient as I decided on what route to go down.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Anne-Marie McSweeney 
 
239 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Really happy to recommend Oisin for any financial advice, particularly around planning for the future, pensions etc. and investments. He gave us excellent advice on investment options for a lump sum, that is yielding great rewards. In the medium to long term, this will help my husband and I to plan for a comfortable future, and to look after our 4 children as best we are able. Lovely, guy, great to check in, and sound, solid advice. 5 Stars
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 William Brennan 
 
286 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been looked after very well by Oisin over the last few years. Very knowledgeable  and experienced and we would be very happy to recommend him to anyone seeking financial advice. William Brennan, Brennan Group (Legal, property, farming)
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Dignity4Patients 
 
294 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisín recently guided us through evaluating and setting up a company pension scheme for our employees, and we cannot recommend him highly enough. From our first conversation, his professionalism and expertise were immediately apparent. He took what could have been a complicated, overwhelming process and made it genuinely straightforward. What stood out most was his exceptional responsiveness and his ability to explain every step in a clear, practical way, allowing us to make confident, well-informed decisions. His advice was not only sound but thoughtfully tailored to the needs of our business and our team. Oisín’s approachable manner and genuine commitment to helping us build a strong employee benefits offering made the entire experience seamless. He is an invaluable partner in navigating pension planning with clarity and confidence.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Declan Fehily 
 
307 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisin and his team helped me discover hidden fees in my pension. With access to Vanguard index funds, switching proved to be an excellent decision. I've been very satisfied with both the process and the customer service since making the move.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 David Sykes 
 
309 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
In the past year Oisin helped me to transfer my UK pension to Ireland and I also started a PRSA via Oisin. From start to finish, Oisin made the entire process simple; always on hand to answer any questions and offering expert advice on investment options for my personal and family circumstances. Oisin is professional, personable and knowledgeable; offering expert personalized advice. I would strongly recommend Oisin as a QFA for anyone looking to evaluate any aspect of their pension and investment options.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Avril Butler 
 
317 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We've been working with Oisín for over 3 years now and have been very pleased with his service. He has provided excellent guidance on pensions and investments, and we're happy with the performance of our portfolio. I would highly recommend Oisin.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Conor Barry 
 
318 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisin gave great advice and pointed me in the right direction for my pension.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Darren 
 
496 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I highly recommend Oisin as an exceptional Qualified Financial Advisor. Throughout our professional relationship, his responsiveness has been outstanding - always getting back to me quickly with the information and guidance I needed. Oisin provided excellent pension and protection advice tailored specifically to my financial situation. I particularly appreciated how he took the time to explain different options while ensuring I felt comfortable with my decisions. What sets Oisin apart is his genuine commitment to his clients' financial wellbeing. His friendly demeanor combined with his deep expertise makes him an invaluable partner in navigating financial planning decisions. If you're looking for a knowledgeable, responsive, and client-focused financial advisor, I would recommend Oisin without hesitation.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Andrew Kenny 
 
586 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
"Working with Oisin has been a game-changer in planning for my families future. He simplified the process, providing clear, step-by-step guidance on saving, investing, and maximizing my retirement income. Oisin's expertise made everything easy to understand, giving me confidence and peace of mind about my financial future. Highly recommend for anyone looking to retire with ease!"
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Donal Rodgers 
 
590 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Exceptional Service – Highly Recommend! Oisín provided outstanding support in helping me transfer my previous occupational pension, set up a new one, plan for educational savings, and arrange income protection. He made what could have been a complex process incredibly easy and stress-free. His friendly and knowledgeable approach made every step seamless, and I always felt confident that I was in safe hands. I highly recommend Oisín to anyone looking for expert financial advice with a personal touch. Donal Rodgers Client Director - Nexus Assurance
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Ray Boyle 
 
650 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Oisin has given me excellent financial advice since I met him a year ago. He successfully moved my UK pension to Ireland and I rely on his ongoing sound advice in all financial matters.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Adrian Reid 
 
663 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I contacted Oisin to discuss a pension I had with my previous employer. He was very professional and helped me to move my pension. His advice was sound and honest. I would highly recommend him!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Kevin Doran 
 
664 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Very happy with my consultation, everything was explained well and I was very happy to continue with my pension plan. I would highly recommend contacting Oisin if you need financial advice
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Declan Daly 
 
665 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent service, Oisin is experienced and knowledgeable, I would highly recommend
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Elaine McDonagh 
 
665 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Great service!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 G K 
 
671 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Highly recommend Oisin as a Qualified Financial Advisor (QFA)! I moved my pension from the UK to his firm about 2 years ago and the performance in their index fund portfolio has been great. The transition was smooth and Oisin provided excellent guidance throughout the process. He took the time to understand my investment goals and risk profile, then suggested an excellent index fund In the 2 years since, I've been very pleased with the returns on my investments. The index funds have outperformed the UK market, allowing my pension to grow steadily. Oisin also proactively communicates updates and is always available to answer any questions I have. If you're looking for a QFA you can trust to manage your pension or other investments, I'd strongly suggest connecting with Oisin. His expertise, personal service, and consistent results speak for themselves.
  
 
 
 
 
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