Member In Focus Initiative is Sponsored by Better Finances
Better Finances professional financial planners and mortgage brokers deliver tailored, individual support for clients.
Better Finances analyse your specific needs (business, individual or family) and tailor the advice to suit you. Better Finances build sustainable plans aimed at addressing your needs and constantly review these plans to ensure they remain relevant.
Better Finances professional financial planners and mortgage brokers offer peace of mind.
Better Finances follow a code of ethics that focuses on Integrity, Customer Loyalty, Entrepreneurship and Professional Standards. First and foremost, they are Financial Advisors and mortgage brokers and not product sellers. Better Finances always put the needs of their clients before any other.
Reputation for client satisfaction has propelled Better Finances professional financial planners and mortgage brokers.
Better Finances know that their reputation is built around client satisfaction and always endeavour to enhance our service offering all customers. Better Finances professional financial planner David Walsh QFA Pens Dip BEng, Independent Financial Advisor and mortgage broker.
David Walsh is a Qualified Financial Advisor with over 24 years experience in the Financial Services Industry, having worked with Canada Life, Field Financial, Holden & McEvilly Ltd and ACE Life & Pensions. David is a Director of Complete Financial Planning Ltd. t/a Better Finances. David’s philosophy in building long term relationships with clients is ‘going the extra mile’ and delivering quality service. He believes this is much easier to achieve working as an independent financial adviser with a ‘close knit’ team.
Better Finances professional financial planner David Walsh QFA Pens Dip BEng, Independent Financial Advisor and mortgage broker.
Helping clients with Pensions (including purchasing investment property with their pensions), Investments, Income Protection, Mortgages and Life Assurance. “We take risks away from people that can’t afford them and hand the risk instead to big life companies who can”.
The client always comes first with Better Finances – for more details www.betterfinances.ie