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Testimonials

Fergus & Olivia MacSweeney
"We recently engaged the services of Billy Phelan to carry out a financial review with particular emphasis on identifying whether and if so what gaps were in our critical illness and life cover. We were very impressed with the care, expertise and service provided by Billy. He carried out a thorough review and provided us with a competitive written report which clearly set out his recommendations. We were particularly impressed with Billy's insight and also the fact that he had identified the absence of critical illness cover for the principal home-carer. Such as eventuality would be costly as we have young children but with Billy's assistance the appropriate cover was identified. We will definitely call on the services of Billy Phelan again and have no hesitation in recommending Billy to offers."
Niall HarpurIT Mentor
"In these days we are all looking to how we can save ourselves money while keeping what we need. This is why when Billy gave me the offer of a free consultation to review my insurances and pension I accepted. I didn't expect to make a saving as I thought tha, t I had my cover at the best price on the market. To my surprise Billy was able to analyse my products and give me better cover for less expense! Billy's friendly, no pressure attitude and knowledge of his business is second to none and I would urge everyone to have a consultation with him."
Robert MullaneIT / Computer Sales & Repair
"I recently engaged the services of Billy Phelan. Billy did a full financial review and advised me on some changes I could make to my savings and pension plan. Those changes meant that I now get a better return on my savings and I can look forward to a bigger pension. Billy has a great knowledge of the available financial products and was very efficient in dealing with the associated cumbersome paperwork. I would highly recommend Billy's service for any financial requirements you may have."
Kevin Whittle
“I recently asked Billy for some financial advice regarding a deposit account. Billy arranged a meeting with me to discuss the matter further.Billy researched the market for the most suitable product to meet my financial requirements. He was able to find a very competitive rate and his comprehensive advice proved very helpful to me. Billy dealt with all the paperwork and the whole process was very satisfactory.I can certainly recommend Billy to anyone looking for financial advice.”
Jimmy O'BrienDirector
“As part of my yearly financial review I contacted BNI colleague Billy Phelan for some advice. Having reviewed my situation Billy outlined a very satisfactory plan of action. I was very impressed with his knowledge and experience, and the professional way he dealt with my business. I would have no hesitation in recommending Billy to all my family and friends. I will definitely be contacting Billy for all my financial needs in the future.”
Olivia McCannSolicitor
“We recently engaged the services of Billy Phelan to carry out a financial review and put in place replacement Mortgage Protection Insurance as our lender's rate was uncompetitive. Billy gave us excellent advice and having trawled the market provided a policy that gave us comprehensive cover while at the same time giving us significant monthly savings. I would have no hesitation in recommending Billy's services to others.”
Denis HegartyInternet Consultant
“Thanks for all tour time and effort in putting together a suitable Life Assurance and Critical Illness Policy for myself and Katrina. While you had warned me that I could expect a significant premium increase when my existing plan came up for renewal, we were shocked to discover that they wanted to increase the premiums by 100%. Thankfully after we met you to review everything and several follow on conversations to discuss options, you were able to provide us with an alternative policy with more up to date benefits while keeping our premiums at the same level as before. This will be a great savings over the next 5 years and will also give us the peace of mind that we have adequate cover on place should anything unforeseen happen. I thank you again and have no hesitation in recommending you to my friends and clients.”
Sabrine HennessyDirector
I recently requested advice from Mr Billy Phelan on a number of issues and I found the service Billy offered to be fantastic. Billy returned promptly with my quotations, completed the forms quickly and I found the transaction painless. Billy treats each customer wit full privacy and is very willing to help I would highly recommend Billy Phelan Financial Services as a great place to do business.

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