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.

Gerry O’Grady

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