“I sought the services of Michael to help me transfer my pension over from the UK. Michael directed me through the process of with hassle-free hard work and determination. He is extremely professional and has great knowledge about the various financial sectors. He is also a gentleman, great listener and takes his time to help you the very best way he can. I would recommend [Financial Plans] to anyone that requires their help and advice; they will be treated by the very best.”

“The Credit Union Financial Planning Service have been providing advice to my wife and I for the past five years. Micheal and the team have guided us safely through important life milestones such as pensions, investments and life assurance in a clear and logical way that makes sense to non-experts. We both find Micheal and staff to be extremely personable, professional and very practical when it comes to financial advice. We have no hesitation in recommending the Credit Union Financial Planning service to anyone looking for top class financial advice”

“I know nothing about pensions so when I found out my Credit Union had an independent financial advisor, I jumped at the chance. Michael and I met, where he explained all the options in plain English. Once we agreed on the best option for me, he set about making it happen with no hassle for me. I would recommend him to my closest friends as I know he would never let me down.”

“I found working with Michael to be very straightforward, clear of any difficult to understand financial jargon and easy to navigate the different financial products on offer. At all times I felt supported by Michael and his team, they kept in contact to ensure I was informed and updated as need be. I would highly recommend this service.”

“St. Jarlath’s Credit Union has been an invaluable partner in managing my personal finances. Their team offers expert advice and a personal, friendly approach that makes every interaction a pleasure. Whether it’s planning for short-term goals, or long-term objectives, such as securing my retirement through smart investments and pension planning, they’ve guided me every step of the way. Their tailored financial advice has provided me with the confidence and clarity I need to make informed decisions for my future. I can’t recommend St. Jarlath’s Credit Union enough for anyone seeking trustworthy and professional financial guidance.”

“Working with Michael has been a very positive experience. He is very experienced, helpful and knowledgeable in the field of financial services. I would highly recommend him as he goes above and beyond to deliver a positive outcome.”

“I first dealt with Michael two years ago in 2022. The service from Michael was highly professional, he was easy to liaise with and gave me a great understanding of the process.”

“We recently availed of investment and pension advice from Michael. We were very pleased with the quality of the service that Michael provided and felt that the advice we got was both impartial and cost-effective, as he ensured that we paid minimal charges with the investment products we selected. We were able to meet Michael at times that were convenient to us in our local credit union office. We were very impressed with his level of expertise and the efficient and professional manner in which he conducted business. We would highly recommend St Jarlath’s Credit Union as a provider of pension and investment advice.”

“I met with Michael for advice on long term planning options, to plan for future lifestyle choices. He answered all of my queries with ease and responded to follow up emails quickly. Michael is extremely knowledgeable and confident in his field, he’s also a personable guy, easy to talk to too.  Michael made the entire process very easy for me, and I was delighted to be able to work with Michael on opening a savings plan that was tailored to my needs. I would recommend Michael to any of my family and friends when they are seeking financial planning options.”

“Michael has provided me with really good advice regarding my pension. From a position of being unclear on how best to manage my pension or what my pension status was, to a now, where I am very clear on the direction of both. Michael was helpful in explaining the various elements that there are to a pension, professional in terms of guidance on various decisions that I needed to make and supportive as we moved through the process.”

“Approaching retirement, I was unsure of my options. In particular in relation to an old employer pension scheme I had. Michael clearly outlined all the options available to me. He continues to manage my pension and a number of other personal investments on my behalf. If you have any pension or investment queries or are looking for guidance I cannot recommend Michael highly enough. He is very approachable and professional with a huge
amount of experience.”

“My wife and I, both mid 30’s, made an appointment to meet Michael to discuss our finances on how best we could secure the financially stable future we wanted. Michael was fantastic – he took our information onboard, listened to what we wanted to achieve, and provided us with recommendations on how we could better our future financial position. Michael also provided us with impartial information in relation to income and life cover policies for us to consider so that we would be financially safe if something unforeseen happened to one or both of us. I would definitely recommend contacting Michael. He is professional, approachable and
knowledgeable. I continue to rely on him for any large financial decisions.”