Trust A Prominent Financial Adviser In Ireland

Expert Financial Advice For Planning Today,
Securing Tomorrow.

If you need financial advice in any aspects of your life, Milford financial services is your best choice. Rory Hennessy is one of the most prominent financial advisors in Ireland with extensive experience and successful track records.

Rory Hennessy

Having started his career in financial services in 2006 and qualifying as a financial adviser (QFA), I also hold Retirement Planning Adviser(RPA), Pension Trustee Practitioner(PTP), and Accredited Product Adviser General Insurance(APA Gen.Ins.) designations. I also hold third level qualifications from UCD and ATU.

I established Milford Financial Services in 2021 with the aim of de-mystifying financial planning for all with easy to understand, accessible and straightforward advice for all.

Our promise at Milford Financial Services

we firmly believe that financial planning and advice goes beyond just the numbers—it's simply about people achieving their goals. Our mission is to provide personalised and comprehensive tailored solutions that perfectly align with individual circumstances because no two people are the same.

Personal Planning Strategies

We understand that no two financial journeys are the same. Whether you're planning for retirement or retiring, buying or building a home, saving for your child's education, or safeguarding your family's future, we'll create a personally designed roadmap that perfectly fits your needs and is unique to you.

Transparency

We believe in open and honest communication. You'll always be aware of how your investments are doing and any charges or fees you pay. Honesty builds trust, and trust forms the foundation of our journey.

Educate

We believe that knowledge is power. We'll demystify complex financial areas, guiding you through various options to equip you with the understanding to make informed decisions.

Helping you achieve a better life

Second Opinion Service

Our second opinion service refers to seeking advice or guidance on existing plans, polices and strategies to validate or supplement those provided by the existing portfolio.

It involves obtaining an independent assessment of your financial situation, investment portfolio, or financial protection plans to ensure that they align with your goals, risk tolerance, and overall financial well-being. It can also reveal better value and more comprehensive cover saving you money.

Seeking a second opinion can also provide valuable insights, uncover potential blind spots or overlooked opportunities, and offer alternative strategies that may better suit your needs. It can also provide peace of mind by confirming that you are on the right track or alerting you to potential risks or areas for improvement.

Ultimately, a second opinion in financial planning serves as a prudent measure to enhance the quality and effectiveness of your financial plan, empowering you to make informed choices and achieve your financial objectives with confidence.

A cup of coffee and a second opinion from a leading financial advisor

You are welcome to contact us and have a chat with us. We will discuss your financial goals, for today and for the future.

We will examine the mechanisms you have in place to achieve these (pension and investment portfolios for example or protection policies and succession planning).

If we think your present structure aligns to your financial goals we will happily let you know and increase your peace of mind or………on the other hand, if we think some of your or all of your present structure no longer aligns with your goals, we’ll explain why, in plain English and we can discuss some alternatives to help you with this.

Two of the biggest issues here would be charging structures and lack of true diversification.

Either way, the only cost is time.

What Can We Do For You?

Client Testimonials

If I could give Rory ten stars I would! We had just given up hope on getting a mortgage due to issues with mortgage protection and Covid. Rory took a chance and helped our family out, he advised us every step of the way and went above and beyond what anyone would do.

C McDonagh

I was very impressed with Rory's knowledge and expertise. As an independent broker, his loyalty lies solely with his clients, rather than with any particular provider. I highly recommend him as a trusted financial adviser.

Larry Ralph

“Dealing with Milford Financial Services has been a very positive experience. I found Rory and the team to be very responsive to my questions, and very professional and knowledgeable in handling my business”

N. Kelly

I have spent the first 20 years of my working life pushing to get a business set up and this year I am 40. So, I contacted Rory to enquire about a life policy. He walked me through the options without issue and at a more affordable price point than I anticipated. Thanks Rory.

Mike Hayden

I recently left a job and received my leaving service options letter for my pension. I couldn’t make heads or tails of it. I contacted Rory who carefully and simplistically explained all the options to me. Rory helped me by providing clear and concise information enabling me to make an informed decision about my pension. Rory’s service was wonderful and without him, I would have stuck my head in the sand and ignored the letter. Rory is now my financial advisor and I can’t recommend him highly enough.

B . Gallagher

I was referred to Milford financial services by a friend. I was looking for a pension and was clueless. I met with Rory and from the very start he explained all my options clearly and comprehensively. He helped me find the best policy to suit my situation and walked me through the whole process. I highly recommend Milford financial services and their team.

Anthon Mc Grath

I have been dealing with Rory for many years now and cannot recommend him highly enough. The advice offered on the range of services provided is second to none....a very professional service overall.

A Shelly