Client Testimonials (Financial Advice)

How My Clients See Me

“I have been a beneficiary of the excellent advice and service provided by Donal O’Sullivan for many years. He unquestionably has my best interests at heart in every strategic decision he advises me on and provided invaluable stewardship of my financial years during the global recession.Donal’s honesty and integrity are beyond reproach. I would have no hesitation in recommending him and have done so on several occasions”.

LS, Solicitor, Client since 2005


“I first met Donal 16 years ago after relocating to Ireland from the UK. Since then, Donal has provided me with the highest level of support   – from pensions, investments & insurances, Donal has been there over the years to give me the soundest impartial advice. I am grateful to Donal for all his professionalism, help and support and would recommend his services time and time again”

Katrina, Business Person and Mother, Client since 1999


“Donal was recommended to me by a friend over 20 years ago.  In that time we have built up a successful business relationship in which I have had several dealings with him in relation to pensions, mortgages and life insurance.  I fully trust that Donal has had my best interests at heart when dealing with my financial goals over the years”.

John, Golf Professional, Client since 1995.

“Donal has been looking after us for many years now & we have always found him very professional & efficient in every way; looking after our requirements on both business & a personal level. Donal has always been a pleasure to deal with & always there when we need him”.

Darren & Tara, Small Business Owners/Parents, Clients since 2001


“We have been clients of Donal for 17 years now. He calls in several times a year with updates and sound advice on our pension needs. We have always found him to be very friendly and professional to deal with on such an important subject. We would highly recommend Donal if you are in need of financial or pension advice”.

Colm & Barry, Business Owners, Clients since 1998

“Donal O ‘Sullivan has been our Financial Adviser for the past 5 years and in that time we have found Donal’s advice and professionalism to be top class. Donal really cares about the business he has with us and regularly schedules review meetings to keep us up to date on our various personal and company plans that we have in place.

I would have no hesitation in recommending Donal for any financial planning advice, as you will find as we did, that his advice is straight forward, easy to understand and always based on real needs and concern for what is right for you. Donal really understands the needs of the business owner and he imparts information in a jargon-free way and always presents common sense solutions based on the needs of the business and the budget available.”

Frank, Company Director, Client since 2009

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