WHO ARE WE?

– cé muidine?

Brendan James Financial Services, originally founded in 1995. Brendan James Financial Services continues the tradition of providing trusted financial planning services. Galway based, but with clients through out the Republic of Ireland, we seek to ensure clients receive a personal one to one service that provides the ongoing benefits of comprehensive financial planning..

Brendan James Financial Services is regulated by the Central Bank of Ireland and our regulatory number is C57050. Further details can be found on the Central Bank of Ireland website.

We are also members of the professional broker organisations, PIBA and the LIA. We adhere to the Financial Broker principles of impartial advice, guidance and choice. Find out more at Finanical Broker.ie.

PHILOSOPHY

– ár bhfealsúnacht

Integrity – Our reputation is built on our ability to talk frankly and honestly with you, the client. We believe in full transparency with regards to the advice we give and in the regular reviewing of advice or recommendations made.

Partnership – Our aim is to work as partners with you throughout your life to ensure your financial security.

Promote Financial Independence – We aim to ensure that you can achieve this through the prudent management of financial resources and through long term financial planning.

WHY US?

– tuige muidinne?

Impartiality – We work on behalf of you, the client. We are not tied to any other organisation and are free to give you advice that is tailored to your needs.

Personal Attention – Our guarantee to you is that you will have a single point of contact for any queries you may have. As each client has differing financial needs, our planning is tailor made to the individual client. We don’t do generic one size fits all reports, but take the time to analyze your circumstances and provide relevant advice for your needs.

Service – In today’s world service has been sidelined and it can be frustrating when you are left trying to deal with a large impersonal financial organisation. At Brendan James Financial Services, our objective is to ensure our clients have a friendly single point of contact for all their financial needs. We will endeavour to provide you with a one to one service that is second to none.