When my family and I moved back to Ireland a few years back we made contact with Eoin to help us ensure we had the right levels, and mix of insurance, savings and most importantly investments to cater for both our kids’ education as well as our own retirement plans. We had been away for almost 10 years so it was pretty stressful moving back and Eoin really helped relieve a lot of that stress in helping us get our finances in order and planning for the future. It allowed us to focus on the really important things, our home and our family. Eoin is very proactive and keeps us up to date on news and developments in budget and investments that might impact our family situation which is really great given the fact that my wife and I both have very demanding jobs which leaves little time to stay on top of those areas.

Sincerely, James H.

Eoin McGee has been my financial broker for 8 years and I would highly recommend him to anyone who asked me.  What I like about Eoin is that he has extensive and detailed knowledge of all the different products on the market yet is able to explain them in an easily understandable way and always makes my wife and I feel that he is acting absolutely in the best interests of our family and in protecting our financial future.  For me, when it comes to my family’s finances, trust in the person giving me advice is the most important factor and I’m happy to say that I trust Eoin.  He was recommended to me by a close friend and I have done the same to many of my own friends over the last 8 years and will continue to do so.

Colin Costello

I have been a client of Eoin McGee’s at Prosperous Financial for a number of years. During this time my life has changed in many ways, I have always been able to count on Eoin and his team to advise and provide everything I have needed in their area expertise. Eoin in particular has extensive knowledge and pays great attention to detail and I am always confident that I am fully covered. I have confidently referred Prosperous Financial to many people and I will continue to do so.

Declan Brennan

I am honoured to be able to write about my experiences about having Eoin McGee as our financial advisor. My friends and family are tired of hearing me sing his praises, so it’s good to be able to ‘inflict’ that on others.

We were lucky enough to meet Eoin about four years ago, and since then he has been consistently supportive in helping us through our financial situation. His integrity is second to one – he has several times given us advice which cost him money, but which he knew was in our interests. He told us – and his actions confirm this in every moment – that he knows that giving us the best advice for us might cost him in the short term, but that it is about building long-term relationships with his clients. And so we are able to trust his advice, and that is essential.

Eoin has gone above and beyond his job on many occasions to help us out, and we appreciate that very much.

There’s a hierarchy to how you do business – you start off with mere customers, who hopefully move into being clients (i.e. long term, a good business relationship, a sense of trust), and maybe even those clients become raving fans. Eoin has certainly converted us into raving fans, and that is not easy to do – we have high standards – but Eoin has surpassed them all.

Added to this – he provides this service in a friendly, professional and extremely personable manner.

I unreservedly recommend Eoin McGee to anybody who is looking for financial advice or services.

Tracy Culleton
Managing Director
Culleton-Harris Ltd

Based on my experiences to date of dealing with Prosperous & Eoin, I believe his ability to understand my requirements and offer the correct financial advice for my circumstances will have a positive impact on the long term financial wellbeing of my family.

Ray O’ Connor

I have been dealing with Prosperous Financials for more than 4 years under the leadership of Eoin McGee. I have found Eoin very knowledgeable on financial products and gave me independent, unbiased and transparent financial advice. He is very thorough and goes through small prints of financial products and ensures that client understands both potential risks and rewards. He is very accessible and provides excellent back up support and ongoing communication. He has investment products to cover a variety of risk appetites of clients and simple fee structure and I have no problem in recommending him and Prosperous Financials to anyone who is looking for ONE STOP solution, better returns and excellent after sales service.

Vinod Bajaj

Prosperous Financial Services gave me advice when I was sorting out my life assurance policies and seeking some advice on financial matters of some complexity. I found them to be prompt and efficient in coming back to me with any queries I had and in no time at all my policies were in place and I felt I had received the best value for money the markets had to offer. Most importantly they were clear and concise with the information they provided me with and I was happy I understood exactly what products I needed to take up on to ensure ongoing financial security. Really couldn’t recommend them highly enough.

Mary Dwyer

We found the personalised service, pro-active approach and quality of the advice Prosperous provided to be of massive value to us for now and the future. The financial review we completed was detailed and challenged us to think about how we manage our finances and what our financial objectives are or should be. Their recommendations around how we should make changes to better match our objectives were easy for us to implement and manage but yet provides access to a wide range of investment and savings options. In Prosperous we are confident we found the right partner to work with us to ensure we optimise the return on our income and assets in a sensible manner that is tailored to our needs, goals and attitudes.

Ronan Doyle

I have been a customer of Prosperous Financial Services since 2009. In all aspects of financial services that I have needed and required, they have been my “go-to” company. Whether it be work pension issues, investments, and mortgage or in the latest instance, moving pensions funds from abroad I know I can trust Prosperous Financial Services to look after me and look out for my best interests.

Margaret Goggin

Eoin McGee of Prosperous Financial Services took over our pension plan in 2013 and we have found Eoin to be very professional. He is very good at getting the best plan for the individual. Eoin takes time to talk to you and to understand what you require and then tailors a package for you. I have found that other companies just sell you a policy and you only hear from them once a year to let you know how your pension is doing. Eoin on the other hand is in regular contact with you and as such can minimise any surprises that could arise. In our experience we would happily recommend Eoin to anybody unsure of where to go with their pension.

Patricia Gannon M.I.I.C.M. Dip.C.S. Financial Director.
Gannon Office Supplies

We have had dealings with Prosperous Financial for the past five years. I have found Eoin and his team to be very supportive and professional at all times. I wish them ongoing success with all their business for the future and I look forward to ongoing business. We would have no hesitation in recommending them to any potential clients.

Mr & Mrs O’S.

I found Eoin a pleasure to deal with always looking out for our best interest.

Elisha Kelly

Prosperous Financial has been brilliant with myself and my financial difficulties. I am delighted with the service they have provided me. I am now more secure and confident with my financial future which has taken a lot of stress worries off my mind. I will recommend and have recommended Prosperous Financial to family and friends.

Francis Fitzgerald

Eoin provides a really excellent professional service. I have found his breadth of knowledge on personal finance and wider scale economic issues to be very impressive. He has a great capacity to listen and he makes every effort to tailor the most appropriate financial plan. I would have no hesitation in recommending Eoin to any of my friends or family.

Liam Murphy

Having returned to Ireland after almost a decade of living abroad, I approached Prosperous Financial and Eoin McGee for guidance on my financial future, from pensions to savings, insurance and investments.

Eoin has taken the time to sit down, analyse my finances and explain in clear jargon-free terms his advice on how best I can plan my financial future. At a time when everyone is wary about financial decision-making I’ve found Eoin and Prosperous Financial to be straight talking, professional and clear about the options, as well as sharing some solid marathon training advice on the side!

Brian Dawson

If a coherent and balanced financial plan is what you’re looking for, then look no further than Prosperous Financial Services. As part of his clear endeavour to service his clients with the utmost integrity Eoin McGee has made the widest range of products available to him, is very flexible, makes every effort to understand your unique needs and is prepared to work collaboratively in your best interest. I would recommend him to anyone.

Alex Anagnostaras

Eoin was really approachable and easy to deal with when we were looking for mortgage approval and subsequently when we were getting our life assurance from him. He takes the time to get to know what his clients need and doesn’t just think about now; but also the future needs you might have. He recently did a financial health check for us which was really helpful as we need to start thinking about our child’s education and how we’re going to pay for 3rd level in the future. I’d be happy to recommend Eoin to anyone, no matter what their financial needs are as he is really knowledgeable on such a wide range of areas.

Niamh Desmond

Prosperous Financial Services have always provided me with an excellent, hassle free service. Eoin’s knowledge and professionalism is very assuring and he explains each step of the sales process in a way I can understand. I recommend Eoin & Prosperous Financial Services to friends and family without reservation for any financial need.

Margaret Keogh

I have used the services of Eoin McGee (t/a Prosperous Financial Services) both personally and in my capacity as a director of a limited company.
In both instances I have found his advice to be clear, concise and relevant. Instead of having you see everything through rose-tinted glasses he alerts you to the possible pitfalls for choosing or not choosing a particular investment route. I would have no hesitation in recommending him in the future.

Jason Stone

We’ve been customers of Prosperous Financials for a couple of years, in that time Eoin has always been there giving us advice and guidance and even when we have had financial difficulty his support has helped us see light at the end of the tunnel. Prosperous Financials work tirelessly for you through the good times and the bad.

Sandra Tormey

We first came across Eoin of Prosperous Financial Services from an article in the Sunday Independent and subsequently consulted him regarding financial planning and investment. We found him attentive and his advice interesting, informative, objective and non-coercive. After consideration we acted on his recommendations.

Katherine & Eugene Heary

We have been using Prosperous Financial for over 6 months now and are extremely happy with the service. After searching for over 18 months to find a financial advisor that meets our needs, Eoin’s independent, client-focused and open approach is a breadth of fresh air and we would highly recommend the firm to others. We expect to be with Prosperous Finance for the long haul.

Jason Lynch

I had occasion to deal with Eoin in Prosperous Financial Services recently. I was going through a separation and was looking for impartial, professional advice in a number of areas. Home Loans, Investment Properties, Pensions, Savings and Children’s education fund. Eoin is very friendly, knowledgeable and a true professional. He explained everything thoroughly, pointed me in the right direction and always called back promptly, even after hours, if I had further questions or needed any help with technical issues. I would certainly call Eoin for any further advice and would not hesitate to recommend him to family and friends.

Patricia McNamara FCCA

I have been a client of Prosperous Financial Services for over 4 years. Over this time, Eoin has advised myself and my family on MPPs, Pensions and personal investments. Eoin has always gone above and beyond in his role and responsibilities in order to deliver the best advice for our needs. There was always transparency with his costs and we valued greatly his ‘independent and unconditional’ guidance. Prosperous Financial Services are an honest, upfront and deeply personal company. Due to the recent history of Irelands Financial Services Industry, trusting someone with your current and future wealth is not without risk, with Prosperous Financial Services, this is gladly something we do not need to concern ourselves with.

Orlaith Acton

In what has been a very stormy financial sea, Eoin has plotted a very clever course. A very safe hand at the helm.

Brian F.

I have been using Prosperous Financial to provide me with Financial Planning advice for many years. I have been impressed with the time that Eoin McGee has taken to really understand me, my investment preferences and my aspirations for the future. This has allowed him to provide pro-active well-informed financial advice which has allowed me to diversify my investment portfolio and achieve strong levels of growth. Eoin always strikes the right balance between aligning his advice with my appetite for risk and my investment preferences while at the same time challenging me to consider new ideas. He has undoubtedly become a key trusted advisor for me.

Paul Duff

Dear Sir,

I am delighted to testify to the professionalism, quality and integrity of the work I have seen Prosperous Financial undertake. My dealings with them have always been a pleasure with attention to detail and courtesy being the hallmark of our business dealings.

Best regards,
John P.

After a number of unhappy experiences with larger pension and Investment firms, we took the decision about four years ago to change to Eoin McGee of Prosperous Financial Services to handle our pension and investments. Since that time we have been extremely happy with the service. We know that we can always rely on Eoin for sound, impartial advice regarding our financial affairs. Without fail, he responds promptly to all enquiries or requests. This is in marked contrast to our previous experience with larger firms.

Eoin has provided us with a personal and very professional service. We have been happy to recommend him to other family members and to friends, and have never had reason to regret our original decision to engage him as our financial broker.

Liam Shorten & Marie Nyhan

There was nothing specifically wrong with our financial situation but we just felt it was in disarray. Eoin helped us figure out both our personal and business finances. He starts off by mapping out your finances in to the future, looking at your cash flow in such a way that you really see where you are headed.

Part of Eoin’s recommendation was to increase our serious illness cover which was fortunate because my husband had triple bypass surgery last year which kept him out of work for the guts of six month. Because of Eoin’s recommendation our financial worry was dramatically reduced this was an enormous relief at a really difficult time.

We would probably say that the best thing about Eoin’s service was that for the first time we got answers to questions we’d always had about money. He has the gift of explaining complicated things in a way we could absolutely grasp.

Kay and Seamus Mulligan

Eoin and I have a long-standing relationship. I may not need him for anything for years at a time but he always thinks of me if an opportunity comes along that he feels might interest me, or if anything changes that would adversely affect me. That is the kind of financial planner everybody should have. I recommend him wholeheartedly.

Andrew Cross

I have known Eoin for many years and he is one of the best in the business, and I deal with many in this sector.

He explains technical complexity in simple language that is easily understandably by clients.

He works to understand the client and has a great ability to see the entire picture and, in so doing, he comes up with holistic solutions which he then explains clearly and in an understandable way.

I have previously referred clients, friends, family and colleagues to him and will happily do so in the future.

Tony Donegan

I would have no hesitation in recommending Prosperous Financial Planning. I have had experience of a few financial advisers over the years. Eoin quickly showed that he had my best interests at heart. He took time to understand my financial status and needs through interview and analysis. As a result he pro-actively suggests investment ideas that are well aligned with an agreed strategy. I was also pleasantly surprised when Eoin advised me on one occasion that it was in my best interests to arrange a financial product myself rather than through him. This was at considerable loss of revenue to Eoin, but further enhanced my trust in him.

Andrew F.