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Testimonials

testImonials


” I have been a client of Ian’s for many years, he has provided sound advice, has listened carefully to my requirements and concerns, and has ensured investments meet my needs. He is easy to work with and follows up quickly on requests. He provides a range of options and provides recommendations but leaves the final decision to his clients. “

” My husband and I came to you to discuss our retirement planning and to also discuss the options that were available for our future financial planning. We were very impressed with the professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in your care. We found you to be the most professional of the Financial Planners we had met with. I have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you. “

” I have been working with Ian, with regards my Pension/Investment planning since 2013. He has been most professional and efficient in all of our dealings. I have been very impressed with his knowledge and expertise in all areas of Financial planning and his ability to build a strong working relationship. “

“I was recently introduced to Ian, through my Solicitor. We have held several meetings with regards Investment planning and Estate Planning. Each discussion was held in very professional manner, whilst also putting me at complete ease. He explained everything thoroughly and I always feel comfortable expressing my opinion and asking questions. The advice I have received to date, has ensured that I now have a clear understanding of my investments and my future plans.”

We have been using the Financial Planning and Investment services of Ian Walsh for over ten years.  We are very pleased with the service, as he tailored our portfolio to our specific requirements and preferred risk level.  We are very happy with the investments and returns over the years. We have found him to be a pleasure to deal with.