I have known Brian Duffy of Tri Everest Wealth Management Limited since 2012 and I have engaged his services both personally and in my capacity as a director of a limited company in that time. He has consistently and diligently provided me with the right advice and information on my personal financial planning and business management needs. He listens carefully to my needs and responds with clear practical advice. He is very genuine in his recommendations and this gives me peace of mind at all times.Brian is a pleasure to deal with, generous with his time and above all provides a tailor made solution that best meets our needs.Brian has gone above and beyond his job on many occasions to help us, and we appreciate that very much.I have no hesitation in highly recommending Brian to friends, family and colleagues for expert financial planning, management and advice and exceptional customer service.
“ 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
Mr. Brian Duffy has provided Accountancy Services and Financial Advice to Gerard Carr & Associates Ltd. and it’s directors over the past five years. The service provided by Mr. Brian Duffy is very professional, always current and always on time. Having worked with other Accountants and Financial Service providers over previous years we at Gerard Carr & Associates Ltd. appreciate the value of the professional service provided to us by Mr. Brian Duffy.
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 Duffy of Tri Everest Wealth Management assisted us in securing a mortgage in order to by a family home. 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 time frames 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.”