Welcome to DFP
Over the last number of years DFP Group has made considerable and ongoing investment in our business. This investment has focused on our systems, client service, compliance structures, professional expertise and our people. Today the DFP Group, with offices in Dundalk and Dublin, are considered one of the leading financial advisory firms operating in the Irish market with client funds under management in excess of €300 million.
As a business we pride ourselves on the expertise and reputation we have established over the years and we intend to continue to invest in the growth of our business to ensure we remain best placed to deliver a comprehensive financial advisory proposition to all our clients.
Given the ever-changing economic landscape together with the many changes introduced within the financial services sector over the last few years, understanding your financial and retirement plans has never been more important. Our team in DFP Group are available to meet with all our clients at any time to ensure you have a detailed up to date understanding of the business we manage for you and to ensure we continue to provide you with a professional financial advisory service you can trust.
We value our client business and I would like to thank you all for your ongoing support. Your business has contributed greatly to the success of DFP Group. We very much appreciate your business and we look forward to serving you in the future.
2000
Eoin Doohan and Leo O’Callaghan set up O’Callaghan Financial Management.
2003
Leo O’Callaghan retires and the company changes name to DFP.
2005
Niall McArdle joins DFP from Aviva
2006
Brendan Nordon joins DFP from Mercer and becomes Head of Retirement Benefits.
2007
Platinum Pensioneer Trustees receive revenue approval to act as Pensioneer Trustees.
2007
DFP purchases TU Consulting, Drogheda.
2009
DFP purchases Marcon Financial Services, Dundalk.
2009
DFP appoints Clarus Investment Solutions as our independent investment consultants
2009
DFP appoints Clarus Investment Solutions as our independent investment consultants
2013
Aoife Coleman LLB joins DFP as Head of Compliance.
2014
DFP acquires Bollard Financial Services, Dundrum, Dublin 14.
2015
DFP acquires Doody Crowley Financial Services, Ballsbridge, Dublin 4.
2016
DFP acquires Ger Keating Life & Pensions, Monkstown, Co Dublin
2016
DFP appoints Finbarr J. Crowley BCL as Company Chairman
2016
Sheena Eaton joins DFP in 2016 from Goodbody Stockbrokers and becomes a Financial Consultant
2017
DFP acquires D. Murnane & Associates Ltd, Dun Laoghaire, Co Dublin