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.

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2000

Eoin Doohan and Leo O’Callaghan set up O’Callaghan Financial Management.

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2003

Leo O’Callaghan retires and the company changes name to DFP.

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2005

Niall McArdle joins DFP from Aviva

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2006

Brendan Nordon joins DFP from Mercer and becomes Head of Retirement Benefits.

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2007

Platinum Pensioneer Trustees receive revenue approval to act as Pensioneer Trustees.

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2007

DFP purchases TU Consulting, Drogheda.

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2009

DFP purchases Marcon Financial Services, Dundalk.

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2009

DFP appoints Clarus Investment Solutions as our independent investment consultants

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2009

DFP appoints Clarus Investment Solutions as our independent investment consultants

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2013

Aoife Coleman LLB joins DFP as Head of Compliance.

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2014


DFP acquires Bollard Financial Services, Dundrum, Dublin 14.

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2015

DFP acquires Doody Crowley Financial Services, Ballsbridge, Dublin 4.

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2016

DFP acquires Ger Keating Life & Pensions, Monkstown, Co Dublin

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2016

DFP appoints Finbarr J. Crowley BCL as Company Chairman

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2016

Sheena Eaton LIB, QFA, CFP, Consultant

Sheena Eaton joins DFP in 2016 from Goodbody Stockbrokers and becomes a Financial Consultant

 

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2017

DFP acquires D. Murnane & Associates Ltd, Dun Laoghaire, Co Dublin

 

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