declan o'boyle

managing director

About

Professional financial advisor with over 14 years experience in delivering strong direction for clients in pensions, investments, protection and mortgages. In the current diverse market I can deliver sound and reassuring financial advice through building trust with a strong client relationship and understanding of clients individual financial needs. My goal is to make my clients finances work in the best way for them, in layman's terms. This is proven by client referrals to their friends and family. I have a true passion for life, business and success.

Country

ireland

City

ireland

Industry

banking

Skill

financial advisory, investments, financial services, mortgage lending, life insurance, pensions, income protection, wealth management, finance, retirement, management, savings, retirement planning, financial planning, crm, strategic financial planning, protection

Experience

customer financial advisor

irish permanent

1992-6 - 1998-4 · 5 yrs 11 mos

Personal financial advisor to local customer base, advising on deposits, investments, mortgages and protection cover.

financial services director

mason financial services

1998-5 - Present · 28 yrs 5 mos

My role is to guide individual clients and companies with their current and future financial positions. My personal goal is to achieve the best results for each of my clients, over the short and long term. This is based on a strong client relationship.

managing director

dsob financial services

2013-6 - Present · 13 yrs 4 mos

My new company enables me to bring a new level of financial services to my clients by working with them to build strong plans for their future enabling them to protect their home, family and retirement. DSOB Financial Services works directly with customers to understand their position to enable us to bring clarity and assurance for each financial decision that has to be made. We pride ourselves on strong relationships with customers by presenting the best plans on pensions, life cover for family or business, income protection, illness cover, investments, savings and mortgages. We are a proactive financial services company.