Who We Are

About us

Discover Engage Financial Solutions

A Team Dedicated to Your Success

Engage Financial Solutions is dedicated to helping individuals and businesses achieve their financial goals with personalised advice and expert guidance. Our team of experienced advisors specialises in mortgages, insurance, financial planning, retirement planning, and investments. We pride ourselves on our client-first approach, where your unique needs are at the heart of everything we do. With decades of combined experience, Engage Financial Solutions has earned a reputation for providing clear, actionable advice that helps our clients make informed decisions. Our mission is to empower you to take control of your financial future with confidence. Whether you're looking for a new mortgage, protecting your family with insurance, or planning for retirement, we’re here to support you every step of the way.

Your Trusted Financial Advisors

Your Goals, Our Expertise

Engage Financial Solutions is dedicated to helping individuals and businesses achieve their financial goals with personalised  advice and expert guidance. Our team of experienced advisors specialises in mortgages, insurance, financial planning, retirement planning, and investments. We pride ourselves on our client-first approach, where your unique needs are at the heart of everything we do.

Financial Clarity, Real Results

Plan Smart, Live Confident

With decades of combined experience, Engage Financial Solutions has earned a reputation for providing clear, actionable advice that helps our clients make informed decisions. Our mission is to empower you to take control of your financial future with confidence. Whether you’re looking for a new mortgage, protecting your family with insurance, or planning for retirement, we’re here to support you every step of the way.

Our Financial Advisors

Our team

Managing Director

Senior Financial Consultant

Senior Financial Consultant

Senior Case Manager

Senior Financial Consultant

Senior Mortgage Advisor

Senior Life & Pensions Operations Manager

What Our Clients Say!

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Sharon KavanaghBanks profile picture
Sharon KavanaghBanks
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Having recently secured my mortgage through Engage Financial Solutions, I honestly can't see why anyone would go anywhere else. Danny O'Brien and Aishling O'Toole were exceptional throughout the entire process. Their knowledge of the mortgage market, lenders, mortgage protection, home insurance, and all the related requirements was outstanding. However, what really set them apart was the level of service they provided. From the very beginning, every call was answered, every email was followed up on promptly, and at no stage did I feel lost, confused, or unsure of what came next. They guided me through each step of the process with patience and professionalism, and were always available whenever I had a question. No query was ever too small, and I always felt fully supported. Applying for a mortgage can be overwhelming, especially with so many rates, products, and options available. Danny and Aishling took all of the complexity out of the process, clearly explaining every option in straightforward, easy-to-understand terms and helping me make informed decisions with confidence. Their expertise, responsiveness, and genuine commitment to their clients made what could have been a stressful experience feel seamless and manageable. I would wholeheartedly recommend Engage Financial Solutions to anyone looking for mortgage advice or support and will certainly be recommending them to family, friends, and colleagues in the future.
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Simon Hollywood profile picture
Simon Hollywood
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Great experience working with Dave and Aisling on our mortgage. They were super responsive. Thanks to both for a great job
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Stephen Day profile picture
Stephen Day
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I had an outstanding experience with Engage Financial Solutions. Dave Moore looked after every aspect of our mortgage, insurance and life cover and made what could have been a stressful process completely straightforward and hassle-free. From the initial application right through to drawdown, everything was handled professionally and efficiently. The entire system was easy to follow, communication was excellent, and Dave was always available to answer any questions and guide us through each step. I genuinely couldn't recommend Engage Financial Solutions highly enough. If you're looking for a knowledgeable, reliable and professional team to arrange your finance, they make the whole experience seamless from start to finish.
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Paul Sharkey profile picture
Paul Sharkey
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David from EFS Mortgages was super helpful and professional in giving us mortgage advice , planning and recommending options that suited our needs. Always available to answer any questions we had and David made re-mortgaging a pain free experience. Highly recommend EFS Mortgages.
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cathal byrne profile picture
cathal byrne
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We have just closed out on our mortgage journey with Danny and Aisling. I couldn’t recommend them enough, Danny and the team were very easy to deal with and incredibly knowledgeable. We were kept constantly updated and the whole process went so much quicker and smoother than we could have ever hoped for.
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Dave Byrne profile picture
Dave Byrne
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David from EFS was a dream to work with. So clear throughout the entire process and made the entire journey so manageable. Would highly recommend
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Ben Ward profile picture
Ben Ward
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A great company to deal with. Great advice and communications throughout the whole process. Danny and Aisling are absolute professionals. Answered all our questions and nothing was too much trouble. Would definitely recommend Engage. A++
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Santhosh Kumar Sakthivelan profile picture
Santhosh Kumar Sakthivelan
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Patrick from EFS Mortgage Solutions was an absolute pleasure to work with throughout our home buying journey. From the very start, he took the time to evaluate our documents thoroughly and guided us step by step through the entire process, securing our approval in principal without any stress on our end. Once the bid was placed, Patrick handled all the mortgage due diligence, coordinated seamlessly with the bank, and stayed by our side right through to the final transaction. He also helped us identify the most feasible mortgage options available in the market and provided quotes for both mortgage protection and home insurance covers. If you are a first time or experienced home buyer looking for someone who genuinely goes the extra mile, I highly recommend Patrick and the team at EFS Mortgage Solutions.
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Jennifer Kelly profile picture
Jennifer Kelly
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We would like to thank the team at engage financial services for all their assistance with our mortgage application especially David and Danny. The online platform is very easy to complete and shows you what stage the mortgage application is at. We would highly recommend them. Thanks again for everything.
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Paudie Dennehy profile picture
Paudie Dennehy
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We had an excellent experience working with EFS. Danny and Aisling were knowledgeable, responsive and took the time to clearly explain each step of the remortgage process. They kept us informed throughout and secured a great mortgage rate. The team went above and beyond to ensure everything progressed smoothly. Would highly recommend! Pam and Paudie

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