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.
Duffy Financial Advisors was founded by Michael J Duffy in 1964. Tom Duffy, Managing Director and Michael's son, joined the firm in 1982 and has being assisting clients achieve their financial goals ever since.
"Professional Education is a very important part of our business and is something we have being investing in over many years to ensure we have the expertise and knowledge needed to be able to help our clients reach their goals." - Tom Duffy
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.
We provide innovative and client focused wealth accumulating 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.
WHAT WE DO?
Clients of Duffy Financial Advisors are guided through a systematic financial planning process that is designed to structure financial decisions and manage investments in order to meet their long-term financial goals.
What is your attitude to risk? This is vital to know before making an investment decision.
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.