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Testimonials

Learn more about us and what we can do to help you plan for a successful financial future for your and your family.

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“Gerry has looked after our financial affairs for nearly 20 years. He was especially valuable when we were both retiring and needed guidance through what seemed to be a complex process. We have recommended Gerry to family members and friends and would be happy to continue to do so.”

Paul and Mary Daly, Douglas, Cork.

“Gerry’s knowledge of the Life, Pensions & Critical Illness markets are second to none. Indeed Gerry was instrumental in dealing with a Critical Illness claim for me, which without Gerry, I would not even have known was covered. Gerry always responds in a timely, professional manner and has the ability to explain, what are often complex products, in a clear and understandable fashion. I would have no hesitation in recommending Gerry and the team at Fortis Financial Management.”

Tina Kiely, Fermoy.

“Gerry has looked after our financial affairs for nearly 20 years. He was especially valuable when we were both retiring and needed guidance through what seemed to be a complex process. We have recommended Gerry to family members and friends and would be happy to continue to do so.”

Paul and Mary Daly, Douglas, Cork.

“Gerry’s knowledge of the Life, Pensions & Critical Illness markets are second to none. Indeed Gerry was instrumental in dealing with a Critical Illness claim for me, which without Gerry, I would not even have known was covered. Gerry always responds in a timely, professional manner and has the ability to explain, what are often complex products, in a clear and understandable fashion. I would have no hesitation in recommending Gerry and the team at Fortis Financial Management.”

Tina Kiely, Fermoy.