At Tri Everest Wealth Management we specialise in helping people build stable and secure financial futures.
Since 2007, we are helping clients plan and achieve their financial goals through our tried and tested process.
Have a look at the video to find out about our approach.
When I began to consider buying my first home in December 2019, I contacted Brian Duffy of Tri Everest Wealth Management. Brian was able to successfully broker the most suitable mortgage for me and at the appropriate interest rate. He also advised me on my life assurance policy & specified illness cover. He was able to walk me through each step in the process of buying a house and help me understand the correct sequence in which to do everything. Brian's advice was always clear, professional and extremely helpful. In spite of COVID 19, I was still able to close the purchase of my new home by May 2020, at a fair price and with the right mortgage. Brian had a major part to play in this. I would highly recommend any 1st time buyer to get in touch with Tri Everest Wealth Management for mortgage brokerage services.
'We were recommended by a friend to speak to Brian & Margot at Tri Everest Wealth Management Ltd when looking for a mortgage and mortgage cover for our new home, we found Brian & Margot's experience and knowledge to be very professional when guiding us through the mortgage process. Brian was always available to discuss our concerns and queries and we would have no hesitation in recommending Tri Everest Wealth Management Ltd.'
We strongly recommend anyone seeking a mortgage to use the services of Brian Duffy and Tri Everest. Their service is simply excellent. It will save you thousands over the course of your mortgage and will take all of the hassle out of the process for you, at a nominal cost. Tri Everest manage everything - they research and present comprehensively all options for mortgages in the market & the costs (and potential savings) of each; advise on the best option for you (which will save you thousands); handle all of the negotiation and communication with the bank; provide all of the paperwork. Brian and Margot were a joy to deal with and simplified and managed for us as mortgage seekers what would have been a daunting process. Their service was extremely thorough and they handled the entire process with the utmost of meticulousness and professionalism.
"My husband and I decided to buy our first home last year. As we were first-time buyers we had no idea where to begin. We contacted Brian Duffy at Tri Everest, he advised and guided us through the whole process. Brian explained everything in a very understandable way. Margot and Brian were very thorough and we drew down our mortgage with no delays or complications. Sincere thank you to Brian and Margot as they made the process straightforward and stress free. We would highly recommend Tri Everest.”
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.