Chartered Financial services has been my financial adviser in terms of insurance, pensions, and investments for many years both personally and professionally.

From a company perspective CFS organised and managed a number of pension schemes in various companies in which I’ve been employed. Their advice and service, particularly from Shane Brennan, was always so good that I made it my business to have CFS appointed as pension scheme advisers in each company I moved to and they remain as advisers to my own company today.

From a personal perspective, CFS and Shane have advised myself and my wife on everything from life assurance, serious illness protection, pensions and investments and continue to do so today. I can’t speak highly enough of their professional and personal service, the calm and clear manner in which complicated financial matters are explained, the regular updates they provide and the suggestions they make in terms of new potential investments.

I would wholeheartedly recommend CFS to any prospective client.

After a number of years of receiving poor service from our previous advisors Kepak Group appointed CFS. They have been the professional advisors on the Kepak Group Pension & Risk Schemes for many years. The professional manner in which they provide service, support, and advice is exemplary. They have the necessary resources in place to deliver a consistent service offering and ensure the smooth running of a large group pension scheme. Shane & Mark also provide excellent, tailored advice to our employees on their pension funds and the range of options available to them. Additionally, from my perspective, as finance director, I have a very high level of confidence that the services they provide protect both the interests of the business and the members of the scheme. This allows me to sleep easy at night in the knowledge that we are operating our scheme to the highest standard.

We would highly recommend their services to others.

We have dealt with Shane in CFS for nearly ten years, having known both principals in CFS for many more. Mark and Shane are very professional, knowledgeable (as are their staff) and a pleasure to deal with. More importantly CFS have reassured my wife and I, in a seamless way, in our financial journey of raising our family and saving for our retirement through a comprehensive financial plan. Also, life and savings policies have been reviewed which have saved us money and also optimised the correct amount of life cover. I would highly recommend anyone looking for financial advice speak with Shane or Mark in CFS.

I have dealt with Shane Brennan of Chartered Financial Solutions Ltd (CFS) in a professional and personal capacity for over 15 years. Shane Brennan is a true professional. Shane takes time to ensure that his clients understand the entire process of investing in pensions and is always willing to explain things until the client is comfortable. In particular, Shane is very good at ensuring that the client has adequate knowledge to enable the client to make informed decisions. Shane is straight talking, honest and not afraid to tell it as it is. I cannot recommend Shane highly enough. CFS also have expertise to explain, not only the different type of investments but, the people behind the investments to understand the skill levels of investment managers which is a key information for clients.

I have used CFS brokers for over 7 years. During that time, I have received excellent independent financial advice in a number of areas including retirement planning, life cover and PHI. They are highly qualified specialists in their field and from my experience their constant focus is on ensuring their clients long term financial goals and needs are met. They are very responsive to all information requests and are very personable to deal with. CFS take time to consider the specific needs of the individual and provide tailored solutions to meet those needs. CFS is how a high-quality brokerage should operate.

CFS has been giving me financial advice for 15+ years now in both Investments and Pensions. Their thorough and on-going service means I know that my investments are being well looked after. Their retirement software is excellent providing much needed piece of mind. I find their services very professional and delivered in simple, clear language that I can understand.

At RSM Ireland, we have trusted the team at Chartered Financial Solutions Ltd (CFS) to provide expert advice and first-class service for over 10 years now. They provide us with personalised advice and insight into our director and staff pension and staff insurances. They are client-centric and have demonstrated a deep understanding of our business throughout the years, always working with us to

review our requirements as they adapt to provide tailormade solutions. The service they deliver is continuously high quality, reliable and exceeds our expectations.

CFS have delivered for RSM Ireland above and beyond.