testimonials

We always believe that the proof of the pudding is in the eating, thats why this is the most popular page on our website! Below you will find just a small sample of the genuine, unedited comments from our satisifed clients. Originals and more testimonials are available by request, as well as references. Simply contact a member of our team..


“Richard & his team at The Wealth Shop were recommended to me by a colleague last year. This turned out to be one of the best personal recommendations I've ever been given! Richard was able to make sense of the mess that was my previous 3 years tax returns filed by my previous accountant. He managed to put them right & claim back a substantial amount of money for me in the process. I found Richard to be thoroughly professional, diligent, personable & always contactable (refreshing in todays world). I will be using their services from now on for all my tax & financial planning. I cannot recommend The Wealth Shop enough!"

Eamon Hayes
Swords, Co Dublin, March 2010.

“Dealing with The Wealth Shop was one of the most straight forward experiences I have ever had with financial planning. Richard and Louise were very diligent and committed in getting the best mortgage, insurance and life assurance package for my family and I. Above all, communication was excellent which is a rare quality in modern Irish customer service. I will definitely be dealing with them again in the future."

Captain Andy Redmond
Aer Lingus Pilot

“As a very busy surgeon with no business or money sense I found The Wealth Shop to be absolutely brilliant from the very beginning. The brochures and products are clear and easy to understand. However, the essence was to be found in the quality of my Financial Adviser (Caitriona Coyne). She was very pleasant and sincere while remaining extremely professional and efficient. She asked me what she needed and took care of the rest, just like that. A few weeks later I found several thousand Euros tax refund in my bank account! I have already recommended The Wealth Shop without any reservations whatsoever to several of my colleagues and would certainly come back in the future. Thank you!"

Dr. Victor Pena
Surgeon

“A massive thank you to you and your team for the help you have given me and my family over the last 12 months. The Wealth Shop has become a major part of all financial planning for me, my family and my business. Through sheer determination Richard and his team managed to recoup for me in excess of €4,000 in taxes last year. Anybody considering working with the Wealth Shop should do so immediately."

Richard Judge
General Manager, PSL Ireland

“I became a customer of Richard Fitzgerald at the very start of his company, The Wealth Shop. His approach was simple: Honest, independent advice, genuine care for the customers needs and service with a capital S. I witnessed Richard's company grow into a team of advisers who are all following the same simple approach. All advice I took has consistently been paying off, whether for a loan, an investment, pensions or advice on any financial product. It is refreshing to witness real service and commitment and I have recommended the services of The Wealth Shop to many of my friends."

Katrien Goossens
PR Professional, Dublin

“Hi Richard, I just want to compliment you and your staff on your professionalism and willingness to get the job done. Dealing with The Wealth Shop was an absolute pleasure and I will be recommending you to friends and family. Thanks for a job well done and I look forward to doing business with you guys again in the future. Regards, Joe."

Joe
Aer Arann.

“Dear Richard, I wanted to thank you for your services over the past few months. Last Friday, the revenue returned several hundred Euros into our bank accounts. Very welcome indeed. I have had very positive experience with working with you and you have always been available to answer my questions - be it night or day! You always have been willing to go that extra mile and are very willing to offer your best advise where possible. This has been greatly appreciated by both Mark and I. I have no hesitation with recommending your services to colleagues and look forward to working with you in the future. "

Rose Kidd
Vice President, ICON plc

“I have a mortgage and am a single parent. I went through life paying for things for myself and my place. I was told I could claim some money back through Revenue so I dropped into The Wealth Shop to have a chat. What I paid for their service was nothing compared to what I got back – professional care for their clients. I would highly recommend them to anyone. Thanks Caitriona and Team.p.s your money is better in your pocket that someone you don’t know."

Patrick Vickers
Balbriggan, Co. Dublin

“Myself and my boyfriend were first time buyers and didn't know where to start, having dealt with another company who let is down it was hard to know what to expect, The Wealth Shop had the most knowledge and gave us all the best options, and were there every step of the way. Caitriona was our mortgage advisor and she was absolutely brilliant. She talked us through everything and was always there if we had any questions. She sorted everything from our Mortgage to Life insurance and even financial advice. I would really recommend The Wealth Shop, as all their staff are highly professional and are on hand when ever you need help. Because of them they really took the stress out of buying a property."

Denise Walsh & Liam Harte
Dublin 9

“I found The Wealth Shop excellent in getting me a mortgage when I thought it wouldn't happen. They researched the market and got me the best mortgage to suit my personal circumstances. All my worries were brilliantly solved with the team. I would recommend The Wealth Shop to take care of your financial planning and they take care of you. Many thanks to the staff in Santry for helping me."

Martin Peel
Dublin 11

“We would like to thank Richard and all the staff at the wealth shop for helping us sort out our remortgage, tax and life insurance. We found the service to be excellent and all the staff very friendly. They made sure we understood everything in plain language instead of 'jargon'. We were kept up to date with every development which made the whole process a lot less stressful. We would fully recommend this service and would definitely use the Wealth Shop again. "

Derek and Bridget O'Sullivan
Meakstown, Dublin 11

“Just a brief word to thank you and your colleagues at the Wealth Shop for all your help and advice over the last few weeks. Susan and I have greatly appreciated your assistance, which has made the process of buying our house much less difficult and time-consuming than it would otherwise have been. It has been a pleasure to work with all the members of your team, and we look forward to consult you again on another occasion."

Francis and Susan Jacobs
Donnybrook, Dublin 4

“The Wealth Shop saved me €500 a month on my mortgage. I was delighted with the quality of service from Richard and the team. I would like to thank the team for their help and support in sorting out my mortgage during a particularly tough time in the mortgage market. I would highly recommend The Wealth shop."

Tomás Madigan
Self-Employed Financial Advisor

“We are a working couple, with little time to chase better deals on our home finances, we felt we needed a spring clean!! Having being introduced to The Wealth Shop, we entrusted our finances into their expert professional hands and as a result changed two mortgages, updated our pensions, savings policies, life insurance, made a lump sum investment and got advice on taxation which all amounted to saving time, effort, and thousands of euro!! Happy Days!!! Highly recommended!”

Michael & Olive Doyle
Retail Business Owner & Nurse

“I found Louise very helpful and easy to deal with. I found IIB bank to be excellent and very efficient. Overall I would have no problem recommending your office to friends and family and if I am doing any business further down the line I will send it your way."

Mike Foley
Assistant Manager, Banking sector

"The service I received from the staff at the Wealth Shop when purchasing my first home was highly professional, extremely helpful and comprehensive. The guidance and help they provided throughout the processes of mortgage application and purchase of mortgage protection, house and life insurance was invaluable.
The extensive range of products and services efficiently provided makes the Wealth Shop an ideal One Stop Shop for not only the first time buyer but for anyone who wants to make their money work for them."

Olga Cannon
Lab Technician

 

"Thank you so much for your help, you've made the mortgage process completely stress free by keeping us updated all the time and taking care of all the paper work.  We'd like to thank Richard especially, we appreciate that you were always available to assist and answer any queries. We got step-by-step guidance on two mortgages and life covers, which saved us money and time. Highly recommend!”

John & Magda
Design Production Manager & Fraud Manager

"I met with several personal finance companies when researching my pension before deciding to deal with The Wealth Shop. I found the level of professionalism and attention to detail exceptional and along with the personal touch it made my decision to use The Wealth Shop a very easy one. I felt in safe hands and that they genuinely care about their clients. I have no hesitation in recommending The Wealth Shop to anyone who needs financial assistance; you will get the best advice delivered in a non threatening environment from people who genuinely care about the work they do."                                                                                                       

Greg Tobin
Self Employed Design Engineer

 

"I would like to thank you all at The Wealth Shop for your constant support and hard work in helping me purchase my house and renting out my apartment. This would not have been possible without your professional advice, contacts and hard work. I would like to give personal thanks to Richard. He was my constant support throughout this time. Richard is a complete professional and his work is of the highest standard. I would also like to give special thanks to Louise for the hard work she put into the closing of the sale. Many thanks.”

Catherine McCarn
Teacher

 

"I found The Wealth Shop to be excellent financial advisors. Every request I made was dealt with promptly and professionally and no task was too minor to address. I really appreciated the personal touch and the lengths they went to make me feel comfortable. I have also been impressed by how The Wealth Shop followed up with me after my requirements were met.”                

Noel Martyn
Company Director

 

"The Wealth Shop staff are professional, well informed, and full of sound financial advice for ordinary people like you and me.  In my experience, they always go that extra step to assist and even the smallest investment gets the same attention as the more significant, complex arrangements.  They also have good, scaleable financial ideas to suit all kinds of people and are creative in how they advise on all aspects of financial planning. I would recommend them to a friend.”

Patricia Carroll
Accountant

"The service at The Wealth Shop was excellent. The staff couldn’t do enough for me with any question or problem I had in getting my mortgage. I couldn’t believe how quickly the got me a mortgage…..thanks for everything.”

Caroline O’Shea
Administrator

 

"You guys have changed our lives completely over the last 3 months. We most certainly will be doing business with The Wealth Shop in the future. Thanks a million for everything.”

Stella & Terry O’Byrne
Landscaper & Retail Manager

 

"Nice to have someone explaining your finances to you in plain English and great to be able to ask the most basic of questions! A refreshing change where finance advisors are genuinely interested and concerned about your own financial welfare.”

Susan Werner
IT Consultant

 

"The Wealth Shop provided invaluable help and expertise in re-mortgaging two properties for me. All the best variable and fixed rate mortgages were offered. Once I made my choice I was kept well informed and couldn't be happier with the outcome. Much appreciated.”

Diarmuid Reidy
Civil Servant

 

"This was money well spent for a change!”

Joanne McCormick
Teacher

 

"It would have taken me 3 years to clear my credit card and you helped me clear it in 5 months!  Thanks so much.”

Susan Keegan
Administrator

"I wished The Wealth Shop was around 10 years ago. I thought I did not have debt but I have a mortgage. I learned a very simple strategy last night that will enable me to achieve my goal of being mortgage free in 6 years, effortlessly.”    

Aoife Gaffney
Mortgage Adviser