OUR PROCESS
We utilise a systematic financial planning process designed to meet your long-term financial goals: Gather – Assess – Prepare – Implement – Review.
Read More WELCOME TO DUFFY FINANCIAL ADVISORS
Our aim is to provide high quality financial advice as your trusted advisor. We aim to do this so that our clients can achieve their financial needs, objectives and priorities.
RISK ASSESSMENT
What is your attitude to risk? This is vital to know before making an investment decision.
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PROTECTION PLANNING
Review both your personal and business protection needs in the event of death, sickness, loss of income and more.
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PENSION ADVICE
Failing to plan is planning to fail. It is very important to review your retirement goals on an on-going basis.
Read MoreWHAT WE DO?
We are established over 50 years, which guarantees that we have the knowledge,
expertise and experience necessary to be able to offer our clients expert impartial financial advice.
expertise and experience necessary to be able to offer our clients expert impartial financial advice.
We provide innovative and client focused wealth accumulation and protection strategies for self-employed, Company Directors and Senior Executives securing their financial futures.
We work closely with clients so that we fully understand their needs, objectives and priorities. This allows our clients to make informed decisions and to maximise their financial returns within a given risk period.
Tom Duffy
Managing Director
Managing Director
OUR HISTORY
Celebrating 50 YEARS in business
1965-2000
Founded by Michael J Duffy
Michael J Duffy founded Duffy Financial Advisors in 1965 and was first based at Pearse Street, Mullingar in an office beside the Old McHughs supermarket (now known as McDonalds). Initially Michael was a general insurance broker but in the early 1980’s decided to focus on providing independent financial advice to his many clients.
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He moved to our current offices in Castle Street in the early 1980’s and the company has being trading there ever since.
Michael retired in 2000 leaving his son Tom to take over the management of the business. Tom still to this day retains many of the original clients from 1960s,1970s,1980s and 1990s.
Read More1982-Present
Tom Duffy, Managing Director joined the firm
Tom Duffy, Managing Director, joined the firm in 1982 and has being assisting clients achieve their financial goals ever since.View profile
Read MoreWHAT WE DO?
What is your attitude to risk? This is vital to know before making an investment decision.
Read more
Review both your personal and business protection needs in the event of death, sickness, loss of income and more.
Read more
Failing to plan is planning to fail. It is very important to review your retirement goals on an on-going basis
Read more
Saving for medium to long terms goals is a very important part of the financial process. From saving for a deposit on a first house to saving for your children’s education.
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Probably the most important part of the financial planning process. Regular reviews are an integral part of financial planning so as to assess your progress towards your long term objectives.
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Individual risk assessments are vital before making any investment decision. At our initial meeting we will do a risk assessment report with you. When completed we will then design an investment portfolio within the scope of your risk appetite to meet your financial needs and objectives.
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TALK TO US NOW
HAPPY CLIENTS
Your Financial Broker will be able to explain the choices available
to you in simple language allowing you to make an informed decision
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"I have been referring clients to Tom Duffy, Duffy Financial Advisors for over twenty years for pension, investment and protection advice. Tom’s combination of his exceptional knowledge, time taken to review the client’s circumstances and a practical straight forward approach to advising clients has ensured that they have received the best possible financial advice at the various stages of their lives."
David Murphy
FCCA, FM Strategic Partners, Chartered Certified Accountants.
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"I have being a client of Duffy Financial Advisors since 2005. During this time Tom Duffy and his team have always dealt with my Company Pension and Life Assurance family protection needs in a very efficient and professional manner and I would have no hesitation in recommending their services."
Jim Ruddy Vice President Business Development
Educational Media Learning Limited
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"Tom Duffy has been my financial advisor for over 25 years. All this time he has advised me in many areas such as life and serious illness cover for my family, Partnership Insurance for my Veterinary practice and retirement planning. I mean this when I say I always find him engaging, professional and very thorough in any financial dealings I have with him."
Enda Finnerty
Auburn Veterinary Hospital
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"I have been dealing with Tom Duffy for over 20 years. Over this time Tom and his staff have provided excellent investment, pension advice and service to myself and my family. With regards to investments and retirement planning Tom has an extensive knowledge."
Margaret Gaughran
Managing Director Shrewsbury House Nursing Home Ltd
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“I have had the pleasure of dealing with Tom for the past 10 years. In that time, he has continued to provide excellent financial advice for myself, my family and members of staff within my company. Tom takes a very proactive approach to financial planning and encourages me to take time out to review all areas from future financial needs to pensions to general insurance requirements etc. Toms commitment to providing a higher level of service is evident. He attends a lot of seminars and is currently completing a master programme in Financial Planning in UCD. In addition to being a very competent financial advisor, Tom is also a very personable individual who clearly has his clients best interests at heart. I would have no hesitation in recommending Tom and I look forward to dealing with him for many years to come”
GARY FOLEY
FUTURE PLASTICS
