Recently when buying our new home, we made the decision to arrange our mortgage and mortgage cover through Brian Duffy at Tri Everest Wealth Management Ltd. Brian provided very sound advice to us throughout the buying process and steered us towards the most suitable mortgage products to meet our needs. He was most thorough in his approach and was always on hand to discuss any concerns with us. The final draw down of our mortgage took place without issue thanks to Brian’s efforts in ensuring all necessary documentation required by the lender was provided well in advance. We would have no hesitation in recommending Tri Everest Wealth Management Ltd or using their services again in the future.
“ I have known Brian Duffy for ten years approx. During that time Brian has given me excellent advice regarding both myself and my wife’s pensions. I have found Brian to be very hands on with his dealings with us and has always gone out of his way to explain every detail regarding our investments. Brian comes highly recommended for all your financial needs, to which he adds a very personal touch, and I would hope to continue doing business with Brian for a long time to come."
Brian Duffy has advised me on my personal and business finance and tax planning matters since 2009. Brian has brought all his experience as an accountant and financial adviser to bear on my own tax planning, retirement and investments and has always provided strong reasons why to back up the advice he has given me. In addition, I have always found Brian’s fees to represent real value for money for the tailored financial advice and support he provides me with. I have been more than pleased with Brian’s service and would highly recommend him
We have known Brian Duffy for 12 years and have always been impressed by his competence and trustworthiness on all things finance related. He has consistently taken account of our family’s financial needs, objectives and circumstances and provides sound and appropriate financial advice regarding our mortgage, protection, savings and investments. Brian continually keeps us up to date in a proactive and responsive way and I have no hesitation in recommending Brian for his independent financial advice and planning services. Dr. Brendan & Anne Marie Lydon
To whom it may concern, Mr. Brian Duffy, with whom we had the pleasure of a quick and painless wade through the bank procedures, has enabled us to obtain a home mortgage in a relatively short period of time. Brian in a professional, honest way took us through the whole process of buying a home. From the initial negotiations through to the paperwork and completion of the deal, he was with us every step of the way, advising on next steps including Loan Offer review, Legal Advice, Mortgage Protection, Life Insurance, Home Insurance, Independent value report. Especially in the current climate, his assistance was invaluable. In addition to reliability and professionalism Brian has high personal culture, and what was for us the most important, expertise and knowledge. We can confidently highly recommend him to anyone! Thank you! Monika, Mariusz Baltruszewicz
I was delighted by the service provided by Tri Everest in reviewing my protection, and recommending options to better protect my family. Everything was explained clearly, and the various options given in writing. Bottom line was the saving on my premium meant we could also afford cover for my husband.
In the three year period that Brian Duffy has been handling my Pension Portfolio, his inherent Professionalism and Courtesy has been as refreshing as it has been effective. Not only has the Portfolio grown significantly, the growth was neatly and gracefully achieved and in such a way that what could have been an extremely stressful experience was not only stress free but also pleasantly beneficial.
Brian proved to be everything I wanted/needed in a financial advisor. Accurate, comprehensive and diligent in his approach, he has transformed my approach to my personal finances making me fully aware of the risks and goals achievable in my chosen options. Brian has also been able to explain concepts in simple terms leading to a harmony of decision making about our investments and other financial matters. I would consider Brian an excellent advisor and recommend him fully as a consequence of my experiences to date.
Brian Duffy of Tri Everest Wealth Management assisted us in securing a mortgage in order to by a family home earlier this year (2014). As a self-employed couple just two and half years in business we felt that Brian’s experience and expertise in preparing our mortgage application was extremely beneficial. Brian was clear as to what our expectations should be both in terms of our borrowing capacity and in the timeframes involved. This helped us when the time came to look at potential properties. He was also very easy to deal with, organised and timely in coming back to us with updates and information requests from the bank. Brian also assisted us in identifying life, serious illness and income protection policies to suit our budget and needs. His input and knowledge of the products was very beneficial in this regard and we are very happy with the cover we have put in place thanks to his advice and assistance. We would highly recommend Brian as a financial advisor.” September 2014