Author Archive

P. Boland

December 17, 2012  |   Posted by :   |   Testimonials   |   Comments Off on P. Boland»



"David has helped me with both personal and corporate financial advice on several occasions, and has consistently delivered excellent results. Besides in-depth subject matter expertise, access to a wide range of products, market and network skills, as well as a very ...

R. Geoffreys

November 14, 2012  |   Posted by :   |   Testimonials   |   Comments Off on R. Geoffreys»



“I have always found David to be a highly professional Financial Advisor, who along with being very knowledgeable in his field, is also extremely honest and trustworthy.”  

E. Horan

November 14, 2012  |   Posted by :   |   Testimonials   |   Comments Off on E. Horan»



“David is steadfast in maintaining as high a level of service delivery as is within his control. Having worked with David in relation to personal hobbies such as the local rugby club, he has always given it his all to ...

A. Hughes

November 14, 2012  |   Posted by :   |   Testimonials   |   Comments Off on A. Hughes»



“At a time when I was looking for assistance within various savings plans/pensions David was very helpful, patient and is always available for any questions that I need in making amendments to the plans that I have. I would recommend ...

B. B.

November 14, 2011  |   Posted by :   |   Testimonials   |   Comments Off on B. B.»



"I have known David both in a professional and personnel capacity for the last 7 years .David has always been able to listen to his clients, understand their Life insurance or retirement needs and come up with tailored products at ...