Client stories
Their experiences will help you understand what it’s really like working together.
Stories that bring planning to life
A sounding board and a safe pair of hands: with us, you get both, and so much more. As our clients will tell you...
Posted on Google
Des Murphy148 days agoTrustindex verifies that the original source of the review is Google.
Rory Brazil and Brazil Financial Planning have been managing our company employees' pension investments for over 15 years. Throughout that time, Rory has provided outstanding service, expert advice, and a level of professionalism that has earned our complete trust. He is knowledgeable, responsive, and always takes the time to explain matters clearly, ensuring both management and employees feel confident about their pension arrangements. His proactive approach and genuine commitment to his clients have made a significant difference over the years. I would highly recommend Rory and Brazil Financial Planning to any business looking for reliable, experienced, and trustworthy pension and financial planning advice.Posted on Google
Kathleen Moloney148 days agoThey are very professional, helpful and respond immediately to any queries. We have had a very positive experience in dealing with Rory and would highly recommend him for advice on financial planning.Posted on Google
Roland Woods494 days agoI have been using Brazil Financial for the past 12 years and have been happy with everything that they has done. We have regular meetings for investment and pension planning and they are always available for any advicePosted on Google
Ciara Mc Clafferty495 days agoRory is a straight talker and gives good, thoughtful advice when it comes to pensions. He is also a pleasure to deal with and I highly recommend him.Posted on Google
Joe Lynch502 days agoExcellent financial advice, always listening to understand personal situation and any changes that need to be considered.Posted on Google
Lena Jennings506 days agoWe have gone to Rory for all things pension and insurance with our business for many years now and he was always been excellent. He is quick to respond with our queries and always very thorough at going through the various options available to us. We would highly recommend for a very knowledgeable and personable experience.Posted on Google
Lynda Kealy508 days agoI've been a client of Rory's for many years, and I couldn't recommend him more highly. He has consistently provided clear, thoughtful, and reliable advice across all aspects of my financial and pension planning. His professionalism and personal attention have given me great peace of mind, and I really value the trust and confidence I’ve developed in him over time. An outstanding advisor and a pleasure to deal with.Posted on Google
John Craven509 days agoBrazil Financials has been our trusted go to for the last number of years and I hope for many more, we have relied on Rory for a number of important long term decisions around pensions, and plenty of other products.Posted on Google
Adrian Smyth2208 days agoAlways find Rory to be personal and professional. Definitely worth dropping him an email or phone call if you need financial advice and guidancePosted on Google
Kevin Mc Gale2225 days agoRory and Brazil Financial Planning provide an in-depth thorough service that is honest and reliable. I have worked with Rory in the areas of pension planning, income protection and mortgage protection and more recently in the area of whole life financial planning. I find advice and recommendations from Rory always to be on point, in my best interests and with the needs of me, my family and my business at the forefront. I highly recommend Brazil Financial Planning
