What our clients say about us
Karen Mulligan & Jonathan Moran
From our first meeting with Jane we were both put completely at ease. We had tried to manage our finances without any long term goals for a number of years. Our first conversation with Jane really showed us the potential of long term planning and broadening our portfolio. She helped us easily navigate this space (neither of us with any business / finance background) while also allowing us to feel in control of all decisions that were being made. We are so grateful for all her help in creating a bespoke portfolio for our financial goals.
Anna Maria Barry
I cannot recommend Jane, Derek and Tammy highly enough. They provided me with financial advice, guidance, and most importantly a tailored financial plan. Everything was clearly explained and easy to understand from day one. It was a collaborative approach. Jane and Derek delivered a sound financial plan. Tammy coordinated the workflow with a professional flair. I am confident Jane, Derek and Tammy of Fenrir Financial, have provided me with a clear pathway to my financial future. I am and for sure will remain a very satisfied client.
We have dealt with Jane and her team for many years and in that time we have found them to be professional, conscientious and knowledgeable. We value the guidance and advice we have received. They have always been approachable and provide a personal service. They have at all times sought to provide guidance and recommendations which match our appetite for risk and our life goals. I would have no hesitation in recommending Fenrir Financial to anyone looking for professional financial planning and advice.
I have had the pleasure and benefit of being a client of Derek and Jane for a number of years. Derek has a great service mentality and has always kept me updated on market developments and new opportunities for investment. Through my relationship with Derek I met Jane, who added another layer of expertise and market knowledge. I rate them both highly.
Gerard & Mairead O’Keeffe
We have worked with Derek and Jane for a number of years. Their financial planning process and advice has helped us confirm and address our protection, savings, investment, pensions and inheritance needs. Future planning now is key for us and with their experienced inputs together with their software we now have a clear understanding and sight of our financial future.
We can highly recommend Jane, Derek and Tammy for their patience, hard work, experienced advice and help throughout the years. A big thank you and a bright future together to look forward to.
I have been with Jane McAleese for a significant number of years and have no hesitation in totally, wholeheartedly, recommending her.
Her knowledge, experience and guidance has been exceptional.
On a personal basis, she is approachable, goes beyond and above expectations, and is a lovely person.
She has my total trust.
I look forward to working with her for many many years.
David and Noelita Lane
We started working with Jane McAleese and her team over 10 years ago and they have regularly exceeded our expectations. Initially they made sure that they really understood our financial position and our goals and objectives. They then outlined and explained the options available to us, ensuring that we understood the opportunities and risks involved with each. Over the years we have had regular reviews and they have suggested changes, as appropriate, ensuring that we feel confident and remain on track to meet our financial goals and, equally important, our life objectives. We find them very professional and dedicated to developing their customer proposition. We are happy to recommend Fenrir Financial to people looking for financial planning advice.
Donal and Linda Walsh
Directors DW Walsh Architects
We have been clients of Jane for many years, and we consider the advice and guidance we have received during this time to have had a positive effect on our finances and future outlook. Fenrir Financial has in-depth knowledge of financial products, taxation, and pension options and we rely on them to make informed decisions. Client services, managed by Tammy are, always professional and efficient. We now have a relationship built on trust and would have no hesitation in recommending Fenrir Financial.
What sets Fenrir Financial apart from their competitors is their willingness to fully engage and listen carefully to the requirements of the client during the initial meeting. The requirements are documented with further client meetings taking place if required so all relevant financial details are captured. I needed advice on pensions and investments, an area I knew very little about. The advice and guidance provided to me was relayed in a detailed report written in a language I understood. The regular reviews with the team in Fenrir ensure that further opportunities or risks to my portfolio are spotted and managed on a timely basis. The team are professional, friendly, easy to work with and extremely responsive to client queries.
I have recommended, and will continue to recommend, without hesitation, Fenrir Financial for sound financial advice
Simon and Loraine McAleese
Top marks for all your help in re-booting our pension investments and devising a strategy that has worked so well for us. Your considered and insightful guidance has been invaluable. Many thanks Jane.
We would have no hesitation in recommending Fenrir Financial.