Reviews of Advent Financial Planning. (Financial Consultant) in Mullingar (Westmeath).

Advent Financial Planning

89 Reviews

80 Comments

Financial Consultant

Financial planner

Kinnegad, Co. Westmeath, Ireland

View all the reviews

Description Map Open Hours Reviews Contact Photos

Description

Information of Advent Financial Planning, Financial Consultant in Mullingar (Westmeath)

Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.

This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!

Map

Open hours of Advent Financial Planning

Sunday

Closed

Monday

8am–1pm, 2–5pm

Tuesday

8am–1pm, 2–5pm

Wednesday

8am–1pm, 2–5pm

Thursday

8am–1pm, 2–5pm

Friday

8am–4pm

Saturday

Closed

Reviews of Advent Financial Planning

S. S.

Sinead is a pleasure to work with so positive at this stressful time. We can ask any question without feeling silly as a first time buyer. We would be lost without the knowledge and passion from Advent and their team. Highly recommended 👌

K. M.

My partner and I have had a fantastic experience with Advent Financial Planning and we highly recommend their services to all of our friends and family. From the very first phone call with David, we felt very well looked after. The team are extremely helpful and they really do have your best interests at heart. I will be a life long customer. Many thanks and best of luck!!

K. B.

David and Sinead go out of their way to help in any way they can. David arranged over the phone appointments with us during covid and explained everything in a way that we could understand (being new to insurance policies we were a bit lost). They were very approachable and contactable with any queries we had. I would highly recommend Advent financial planning

N. A.

It was five minutes call with Dave to confidently start my mortgage journey, Dave and Sinead accurately outlined the plan suits my budget to get the best mortgage offer, they managed well all the details including best rates, monthly repayments and insurance cover. Nice, professional and knowledgeable team Couldn't ask for more! Highly recommend

L. B.

Both David & Sinead are a pleasure to deal with, we had an appointment with David last week, He went through everything we needed know and could answer any questions we had,which for me was a winner as we knew he knew what we wanted. We cant wait to see the plan & policy David has for us and we 100% trust him with our plans & needs. Thank you guys for everything.

A. S.

Sinead and David are very professional and worked hard to get the mortgage done. I really like the way they work and recommend them to anyone looking for a new mortgage.

L. K.

I have used Advent Financial Planning for a number of years and have found the service they provide to be professional and informed. Dave, Sinead and the team have always been very helpful.

L. W.

David and Sinead have been excellent. David reviewed our existing policies we had out with another company for years, who had no interaction with us at all, only to update yearly charges. I learned more about these policies during my first meeting with David than in last 14 years. And it really benefited us as we could compare and we fully understood everything and could really assess, what we actually wanted and what we could afford. For years I had been putting off having a review but I feel so relived and have peace of mind that we not only made changes but we got to make great changes. For not much more cost to what we were paying we have added so much more cover and protection for our family. It is scary to make such a huge switch and it takes a lot of trust but I can honestly say the service we have received so far has gone above and beyond what we could have expected. They have been put so much time explaining things and making sure we fully understood everything and didn’t pressure us at all to commit. Lovely to have met them and delighted with everything. Louise

N. K.

We have dealt with David for many years and more recently with Sinéad and have found them extremely personable and professional. I would have no hesitancy in recommending them for their services - a pleasure to deal with.

D. D.

We were very deflated on our mortgage journey until we found advent. They really gave us so much confidence that our journey wasn't difficult or stressful as they done the hard work especially Sinead. We can't thank advent enough please don't give up on your journey without talking to advent

M. D.

I first dealt with Dave and Advent financial when looking for a more competitive deal on life insurance, which he duly delivered. I have since entrusted Dave to look after investing my pension fund from my previous employer. Dave looked after the transfer of the fund from the trustees of my previous employer into my own private investment plan with minimum fuss or hassle for me and he gave me excellent advice on where I could invest the fund to achieve solid growth with minimum risk. In the 7 years I have been dealing with Dave I have seen the value of the fund grow way above what I could have expected had I left it with my previous employer. I have always found Dave to be approachable and responsive when ever I have had any queries and the investment strategies he has designed have seen my fund achieve very healthy growth. Thanks Dave and Advent Financial.

S. S.

David and Sinéad went to great trouble to provide us with many options and explained them clearly so we felt confident deciding which policy was best for us. A very professional and personalised experience.

S. D.

I have dealt with Dave in advent for a good few years now. I have always found them great to deal with,and any questions are answered straight away. They work around your schedule so the times always suit you.would highly recommend.

F. G.

Great team to work with very professional and easy to talk to. Great advise from David and sinead and most of all a good deal done with the mortgage. Thanks

m. m. k.

This is a very hard working group I have been dealing with them for years and Dave is one of the nicest people you can meet.

l. d.

I have recently taken out a policy out with Dave and Sinead, I would highly recommend them they go out of there way to help you . They are at the end of the phone should you have any questions, no matter how big or small , they explain everything thoroughly to me . Thanks guys for all your help

l. f.

Advent Financial is the by far the best Financial planning company that I have had the pleasure of dealing with. Dave is so knowledgeable and advised me start to finish on my mortgage journey . I was very satisfied with the advice from Dave and so comfortable in the knowledge that everything was being taken care of .Dave and Sinead kept us updated every step of the way. I have never dealt with such quality and professional service. I would highly recommend Advent Financial.

A. A.

Both sinead and David were lovely to deal with and explained everything in detail for us to help us set up the right financial future for our family. Aimee and Kieran Greene

I. M.

David & Sinead are a very efficient and friendly team delighted I've continued to stay with David he's looked after me and my family for many of years highly recommend Advent Financial Planning .

N. M.

David has been our Insurance Consultant for almost 15 years. He is extremely professional and always a pleasure to deal with. He is always available to provide advice regarding life cover, mortgages, home insurance and pensions. He always provides the absolute best deal for our insurance coverage. He is trustworthy and reliable and this is the main reason I have brought him on board to look after the business of the company I work for. This takes huge pressure off me. I would have no hesitation in recommending Advent Financial.

J. B.

Contacted David D'Arcy of Advent Financial Services for advice on my Mortgage protection policy and life assurance . He was very professional helpful and clear and gave me great advice to suit my familys needs. He was very friendly and I would recommend this company to anyone looking for financial advice .

C. M.

We’ve recently appointed David as our company Pension Advisor, his professional and personal approach made it a very easy decision. The efficiency and support received from the very beginning has been so outstanding that a number of our employees are now working with David and his team on their own personal financial matters. I would highly recommend this company for both professional and personal finance needs.

Y. B.

Always on the other end of the phone so professional David is a true gentleman always willing to offer advice we have great confidence in him and sinead and have recommended him to other family members and friends

C. M.

My husband and I have been dealing with Dave in Advent for over 10 years now. When we started as a family he made sure we were covered for our future with insurance and pensions. We have always got very informative advice and great guidance. Dave was also our broker for our mortgage, the whole process was went very smoothly and was always a call away with any queries or concerns we have. I would highly recommend this company as they are very Knowledgeable, friendly, & efficient.

p. g.

My experience with David from Advent Financial Services has been hugely positive. I felt listened to from the beginning. My current situation was assessed thoroughly and sensitively. Advise was given with clarity and without unnecessary jargon. Knowing where I stood I felt empowered to make informed financial decisions. David is a good guy, honest, personable, competent and professional. I have no hesitation in recommending Advent financial services.

D. C.

David has been our Financial Advisor for over 10 years. In that time he has looked after our Mortgage - Life Insurance & Pensions. He has the ability to put you at ease and explain everything in terms you can understand. He is very genuine and reliable and I would highly recommend Advent Financial Services to anyone seeking financial advice

c. t.

I was recently changing policies and even though we were in the grips of Covid 19 David took the time and effort to drive all the way to my house to sort my business out

s. h.

Myself & my husband John have engaged with David D'Arcy & Advent Financial Services on a number of occasions over the years. From our first meeting with David we knew that we could trust him and his advice. He has consulted with us and advised us on all our financial planning needs and we are both very happy with the results. We cannot recommend David and Advent Financial Services highly enough and we wish him every success going forward ..Sinead & John Hayes

A. C.

Dave was extremely helpful in getting the best policy for my budget and looked at several policy options. Also the after service is excellent as him and Sinead keep in contact to see if we need any upgrade or downgrade on policy

C. D.

Advent financial planning are just great people to deal with, I've been so happy dealing with David & Sinead, they both really listen to your needs and are so helpful and professional in their work, I would highly recommend them to anyone who is looking for their services !!!!

A. A.

I have been dealing with Dave regarding my life insurance the last 4 years and I have to say he is very informative and professional, he makes you feel very at ease, he answers every question that you put to him and explains it fully So that you 100% understand what’s in your policy. He keeps you up to date regarding any changes or if there is a policy that better suits you. I would highly recommend him to anyone.

L. M.

Dave helped us understand our pension and life insurance policies after years of just paying into them. He listened to what we wanted for our family's future needs and found us the best policies on the market. He explained everything clearly to us at each step of the process. We look forward to working with Dave over the coming years. Louise & David McDaid

L. T.

We have being dealing with Advent Financial Planning for the last few years and are so grateful for their professional service and knowledge and advise . They are a pleasure to deal with and a friendly efficient service. Thanks to all the team for your service.

Advent Financial ( David D’Arcy) took a look at our insurance policies a few years ago as they were set up in a hurry in order to get our mortgage. David set us up with new policies tailored to our needs and got us a better deal on our policies and brought them all together under one direct debit. He came to our home and sat and went through all and anything we needed clarity on. I couldn’t rate David and the Advent Financial team highly enough, if your looking for a broker to help you out, Advent Financial is the place to go. He’s also a top guy.

M. G.

Great help with setting up my life insurance Really recommend choosing advent financial planning

S. D.

I found Dave very helpful & feel very confident I am getting the best deal for my family.

G. C.

Advent Financial has been hugely helpful in sourcing our mortgage, insurance and pension. David and the team have a wealth of knowledge and are always on hand to guide us when we call.

T. M.

You don't have to worry about your finances when there in the hands of ADVENT FINANCIAL, Dave and team have been looking after my finances for years, top quality service, plus takes the worry from me haven't to look after them, I want to wish Dave and all the team the best of luck in there future adventures.

K. O. C.

Myself and my Wife used Advent Financial buying our first home 6 years ago. We Dealt with Dave and I couldn’t praise him enough for his fantastic work sorting out our mortgage Application etc and also advising us on the best options we should be availing off on our insurance policies also. Dave went above and beyond to sort out paperwork and meet us at times that suited us both so we didn’t have to keep taking time off work to fill out forms and all the usual stresses at these times trying to purchase a home. Dave also sorted out our life insurance policies and various other policies that we still avail off today and he keeps in regular contact with us regarding changes to the policy or ways to amend policies to avail of better cover etc. Really great company to deal with if anyone is thinking of using their services. Kenneth O’ Connor

M. M.

Very happy with Advent Financial, Sinead was extremely professional and helpful.

A. M.

I would highly recommend Dave in advent planning for any financial advice. I’m delighted with the plans he put in place for me . Thanks Dave ⭐️⭐️⭐️⭐️⭐️

D. L.

Sinead was absolutely brilliant to deal with couldn’t be happier with our progress

J. B.

We have recently moved our business to Dave and are very happy with the level of detail and professionalism offered. We moved our business to Dave for a number of reason such as the fact he is local, accessible and has a good track record. If you are looking for someone who can handle your financial affairs with the personal touch I would recommend speaking with Dave.

P. M.

As a family we have dealt with Advent on a number of occasions for all of our financial matters. The professionalism and urgency shown to our financial needs is always exceptional. Fully understanding your finances and entitlements is tricky for some people but Advent in clear simple terms simplify every issue and give you complete confidence that they are looking out for your best interests. Mortgage, life insurance, pensions and more we trust them implicitly to do the best for us and they have done every time we have contacted them. A superb service and we couldn't not recommend them enough

R. M.

Recently reviewed our current life policies as we were concerned we didn’t have the cover we wanted.. met with David Darcy who sat and listened to what we wanted and tailored polices to suit both our needs and budget.. life insurance can be quite daunting to sort out but David was so nice and friendly and explained the policies in a language I could understand so it didn’t overwhelm me. I’d highly recommend him to anyone who is looking to either take out a first policy or review a current one as we were delighted with the service he provided to us.

B. B.

We have been dealing with Dave in advent for a good few year's now. We find him and the company very good, any question's or query's and they are answered straight away. We love how the time of any appointment is always suited to you. They even do house call's which is great when you have young kids. We find they go out of there way to make sure you have the best plan and if they don't know the answer to a question, they will get back to you straight away when they do,which isn't long at all. Dave is so honest and will always advise you in the right direction. We would highly recommend Advent financial as it is value for money and the service is topclass.

L. H. -. L.

David has been dealing with our family insurance for many years. He is a gentleman and so down to earth and puts you at ease as it can be very daunting. I would 100% recommend Advent Financial services.

T. F.

I contacted Advent Financial Services for my Mortgage Protection and life cover. An appointment was organised with David D'Arcy, he called to our home and explained everything about the cover needed and organised a great policy for both with much better benefits than the policy we had at a much better rate. David explained things in a way we could understand and we felt confident that we now knew exactly what cover we had. I would definitely recommend Advent financial Services.

k. s.

Dave is such a professional and outgoing man with a lot of time for his clients, he went above and beyond with us and got us the best cover possible and did stuff for us without having to ask! would 100% recommend Dave

r. g.

I have used dave in advent insurance an financial services for over 20years an havd been very happy with any advice we have need over the years in all our financial disssions. Has always been very professional at all times. Would like to take this opportunity to thank dave for his advice over the last 20 years an will continue to do business. Thank rachel & brian .

M. O.

Advent Financial planning were very supportive when we purchased our first home they helped us so much and when I was sick felt like i was chatting to a friend thank you so much for your support over the years would highly recommend this company

S. A. M.

Dave was so easy to deal with and so helpful and explained everything simple . A great company to deal with and I would highly recommend them to anyone looking for financial advice !

B. D.

The staff look into whats best for you at the best cost possible. Very friendly and helpful in a very professional manner and listens to what you are asking

P. C.

Top class Service throughout. Both our mortgage and life policies were handled so professional and so easy.Thank you David and ur Wonderful Staff. Paul Core

J. H.

Myself and my Wife Imelda Have Dealt with Dave for so many years now That he feels like a part of the family From the time he set up our Mortgage/life insurance He has always given us 100% He explained everything and made sure that we understood everything We would highly recommend Dave and Advent Financial services Jim and Imelda Hodgins

D. M.

Excellent service from Dave and his team. Clear, consise information, all avenues explored and explained. Great communication, would highly recommend.

F. O. M.

Excellent service, seamless transition from day 1 to ful service completed and in place. Constant updates. There was no "pushing" other products or services on to us, straight to the point, delivered!

C. L.

WE HAVE USED THIS COMPANY FOR OVER 10 YEARS FOR ALL OUR FINANCIAL NEEDS AND HAVE BEEN VERY HAPPY WITH THE SERVICE SUPPORT AND ADVICE, THE PERSONEL ATTENTION TO ALL OUR NEEDS HAS BEEN A VERY POSITIVE EXPERIENCE AND WE HAVE ALWAYS BEEN VERY SATISFIED CUSTOMERS.