I have dealt with Ray a couple of times, to source mortgage protection for my wife and myself. As an independent financial advisor, Ray gave us the best options to meet our needs. I always found Ray to be very responsive and helpful as we went through the approval process. Ray O’Rourke is a professional, responsive advisor and we would highly recommend him.
I have been a client of Ray’s since 1997 and he has advised me in relation to Pensions and Life Assurance financial planning since then. I have always found his advice to be excellent and of great benefit to me. I am extremely satisfied with the level of service that he has provided to me over the years. Ray is always willing to assist me with any questions that I may have regarding my business that I have with him and he is always prompt and attentive with his reply. I have no hesitation in recommending Ray and Easy Steps Financial to any of my close friends or family members and I wish him and his company, many successful years ahead.
I have been a customer for a number of years. I’m not very savvy or confident with financial matters but Ray and his team have always done their best to make things easier for me, whether it’s explaining things to me in the simplest of terms to updating me with information on whatever is happening. Easy Steps definitely do make everything into easy steps for their customers.
The Product was a PRSA, through Ray O’Rourke of Easy Steps Financial as my advisor. The guidance and advice given by Ray, produced a result that was totally to my satisfaction and delivered with integrity and professionalism.
I have been dealing with Ray since 1999, and following his advice, opened investment accounts through him. They have done well for me in the intervening period. When I contact Ray, he responds promptly, but not so quickly as not to have carefully considered my requirements. No need to explain who I am, he knows my situation, my risk profile, updates it with change of circumstance, he sends me documentation detailing my options, gives me recommendations, and I have always been happy to follow his advice. He follows up on any changes, fund switches, etc, I have requested, confirming when they have been actioned, keeping me informed.
I would just like to thank Ray for the way he conducted business on my behalf, when I retired. This was regarding the maturity of my pension policy and the subsequent purchase of the annuity. I was glad of his advice and the way that he explained the complicated business of how pensions work. To us outside the financial world, it is sometimes difficult to grasp these matters, but Ray made it so much easier for me. I am very happy that the process did not take as long, as I had expected and I am now able to make plans, knowing where I stand financially. I wish Ray all the best with his business, Easy Steps Financial. And I would have no hesitation in recommending Ray to anyone who needs to avail of his expertise and experience in financial planning.
Easy Steps Financial Advice Ltd. Registered in Dublin, Ireland No. 561566
Easy Steps Financial Advice Ltd is a Private Company Limited By Shares.
Registered Address: 11 Beverton Walk, Donabate, Co Dublin, K36 EY98
Directors: Ray O’Rourke (MD), Kathy O’Rourke I Tel: 01 843 5835 I 086 254 2913
Easy Steps Financial Advice Ltd t/a Easy Steps Financial is regulated by the Central Bank of Ireland.
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