Testimonials

”Now that we’ve finalized my insurance policy, I wish to sincerely thank you for all your help and assistance that you’ve given me. I greatly appreciate your professional attention at all times and the fact that you’re always ready to assist and answer all my questions.  I have no reservations in highly recommending you.  You and your firm are real professionals and I value very much our contact over the very many years.  I wish you good health and much success for the future.”

”I am a client of Opes Financial Planning Ltd and would highly recommend them. They are very knowledgeable, extremely professional, and efficient. I have used several financial services companies over the years and I have never received the level of interest, customer service and good advice as I have received from Rachel, Colin and Nick. They look at the big picture and I have found this very helpful along with their advisory strategy.”

”Opes Financial Planning Ltd have been managing my pension for the past 2 years now I never had someone so diligent, transparent and honest give me advice around my pension and the possibilities in my entire life.  My only regret is that I did not seek their support earlier in my career to advise and direct me in the best way possible”

”I have absolutely no hesitation at all in recommending Opes Financial Planning Ltd, they have been nothing but helpful, considerate and knowledgeable about a range of different issues we have needed to consult them on. They are friendly, warm and extremely responsive on an ongoing basis. I trust them implicitly.”

”Rachel, Colin and the team at Opes Financial Planning have been of invaluable assistance in helping my siblings and I understand and manage our elderly parents’ finances. Having helped us gain a clear overview of our parents’ resources alongside ongoing living and care needs, Opes Financial Planning Ltd then helped us to develop a financial plan, the robustness of which has proved itself over time. We continue to liaise on a regular basis and we’re very grateful for their ongoing responsiveness and guidance. The wonderful service we receive is professional and knowledgeable, empathic and practical. We feel very lucky to have their support and expertise.”

” I first discovered Opes Financial Planning Ltd and Rachel shortly after I was exploring my options following a lengthy career in the corporate world Within minutes of our first meeting, Rachel’s professionalism, integrity and in-depth knowledge was apparent. She showed both focus, and clear direction and was able to help me to formulate an investment solution which allowed me to retire earlier than expected. This strategy involved my wife and I relocation to the wonderful Silver Coast in Portugal. Our original plan could have been significantly impact by the Covid-19 crisis, had it not been for Rachel’s team. it is in times of adversity when Companies are most challenged to prove their worth, and OpesFidelio demonstrated their professional agility and actually thrived on the new ways of working both as a result of the global pandemic, but also with the physical distance between Ireland and Portugal They have delivered against all of their original promises, exceeding our expectations in a number of areas, and still retained their personable approach which makes them such a pleasure to work with I have no hesitation in recommending Rachel and the Opes Financial Planning Ltd team”

” I have found Opes Financial Planning Ltd. an absolute pleasure to deal with. All information was relayed in a direct and concise manner which makes any decision a lot easier. Opes conduct themselves in a most professional manner yet are understanding on a personal level. I highly recommend.”