Helping you achieve your financial goals in life
A Trusted Partner for Your Financial Future
Foyle Financial is an independent financial planning firm based in Derry. Founded in 1998, we have over 24 years of experience helping individuals and families navigate the complexities of personal finance. With a dedicated team of experienced professionals, we provide personalized financial plans tailored to your unique needs and aspirations.
Our Approach to Financial Planning
We believe in a collaborative and transparent approach to financial planning. Our process involves:
- Understanding your needs: We take the time to understand your individual goals, concerns, and financial situation.
- Developing a tailored plan: We work with you to establish achievable financial goals and create a customized plan to reach them.
- Regular reviews: We meet with you regularly to track your progress, assess your needs, and make necessary adjustments to your plan as your life and financial goals evolve.
The Foyle Financial Difference
What sets us apart:
- Independence: As an independent firm, we are not beholden to any large institutions. This allows us to give you unbiased, impartial advice that is solely focused on your best interests.
- Personalised service: We take pride in building strong relationships with our clients. Our dedicated team provides personalized guidance and support throughout the process.
- Transparency: We believe in open and honest communication, and provide clear explanations of all fees and recommendations.
Our Services
We offer a comprehensive range of services to meet your diverse financial needs, including:
- Retirement planning: Pre-Retirement planning, At Retirement planning, Pension Freedoms
- Investments: Portfolio management, Fund and product selection
- Mortgages: First-time homebuyers, Next-time buyers, Remortgages
- Protection: Term Assurance, Whole of Life Insurance, Critical Illness Cover, Income Protection
- Family planning: Family income benefit, Private Medical Insurance, Accident and Sickness Cover
Whether you need guidance on retirement planning, securing your financial future, or achieving your financial goals, Foyle Financial is here to help. Contact us today to schedule a complimentary consultation and discover the difference a trusted financial advisor can make in your life.
Overall Experience
The reviewers have had a overwhelmingly positive experience with the services provided. They have praised the team, particularly Brendan and Shelia, for their exceptional professionalism and expertise.
Team Performance
The reviewers have highlighted the brilliance of having a team that can handle everything under one roof. They have praised Brendan and Shelia as a great team, stating that they are experts at what they do.
Communication
Brendan has been commended for his ability to explain things in a plain and straightforward way, making the process easy to understand and navigate.
