About Us
Choosing a financial advisor is not something that should be rushed. We encourage you to get to know us really well before you make any commitment. Here are a few things you might like to know about us, and why our clients appreciate us.
We are committed to personalised service
Personal client service is the cornerstone of our business. We give every client the time, respect, and unique attention they deserve. Our clients tell us that it is our personal, caring approach that sets us apart. We have gotten to know our clients personally over the years.
We put our clients first
As financial advisers with access to the full range of investment and life companies in the market, we are free to recommend solutions without restriction and have no financial incentive to recommend any particular products or providers. That means our decisions and recommendations will always be based on what is in your best interests. In fact, we’re legally bound to do so.
We practice what we preach
Just as we tell you to invest your time in what matters to you, we invest our time in developing our team’s skills and knowledge and valuing their wellbeing and growth. When the world around us is continually changing, we see it as our job to make sure we are continually adapting and growing and investing in what matters to us – our clients and our team.
We’re financial advisors, in the true sense of the term
We don’t just get to know your finances – we get to know you. We find out what’s important to you, how you tick and what you most want to achieve in your life. And then we build a plan around you. We’re here for the journey, through all life’s twists and turns to help you stay on track and achieve your goals.
“Eoin Doohan and Leo O’Callagahan set up O’Callaghan Financial Management”
“Leo O’Callaghan retires and the company changes name to DFP”
“Niall McArdle joins DFP from Aviva Life & Pensions”
“Brendan Nordon joins DFP from Mercer as Consulting Actuary”
“DFP acquires TU Consulting Ltd.”
“Platinum Pensioneer Trustees commences”
“DFP acquires Marcon Financial Services Ltd.”
“DFP engage the services of Clarus Investment Solutions as independent external investment advisors”
“Aoife Coleman joins DFP as Head of Compliance”
“DFP acquires Bollard Financial Services in Dundrum Dublin”
“DFP acquires Doody Crowley Financial Services”
“DFP acquires Ger Keating Financial Services in Dublin”
“DFP acquires Des Murnane & Associates in Dublin”
“DFP acquires Diarmuid O’Siochain and associates in Dublin”
“Brendan Nordon and Niall McArdle become equity holders in DFP”
“Ciaran Carolan, CFA, joins DFP’s investment team”
“DFP acquires Bridge Financial Services from Pat Mackin in Co. Louth”
“Client assets under management in DFP have now grown to €575M
”
“DFP Investment Committee
The DFP investment committee now consists of the following:
Ciaran Carolan CFA - Chief investment Officer
Bernard McAlinden – Investment Strategy Consultant. Former Head of Investment Strategy with NCB
Clarus Investment Solutions – Independent investment consultants
Eoin Doohan – Managing Director
Brendan Nordon FSAI FIA Director, Consulting Actuary”
“Eoin Doohan assumes the role of Chairman of DFP with Brendan Nordon replacing him as Managing Director”
“Client assets under management in DFP have now grown to €700M”
Qualified professionals delivering independent financial advice
If you want to know more, please contact us here for an initial free consultation.