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. ur 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
What Our Clients Say!
Emma Whelan2025-12-15Trustindex verifies that the original source of the review is Google. If I could rate more than 5 stars I would! Excellent service from day one. We had the pleasure and guidance of Danny O'Brien and Aisling O'Toole. Both professional and extremely helpful throughout our mortgage journey. As a couple who had no idea were to even begin, Danny was there every step of the way, no question was too big or silly. We were talked through all the details until we closed. Highly recommended for an all round great quality service. Patrick Hanlon2025-12-02Trustindex verifies that the original source of the review is Google. Highly recommend EFS. We’d been meaning to switch our mortgage for a while, but kept putting it off because we dreaded the paperwork and the legal jargon. The team at EFS made the whole process incredibly straightforward — they guided us through every step, handled the forms clearly, and whenever we hit a hurdle, they were quick to find a solution. It genuinely couldn’t have been easier. ed campion2025-12-01Trustindex verifies that the original source of the review is Google. Before contacting David, I had already obtained an approval in principle. Even reaching that stage had been time‑consuming and stressful, with buggy webforms and ambiguous questions. Working with David and his team at Engage brought a real sense of assurance. The forms were straightforward and easy to use, and David was always available to guide me through any issues or questions. Instead of spending evenings second‑guessing whether I had answered correctly or wondering if another document was required, I felt consistent progress being made in the right direction. When minor snags with the lender arose, EFS resolved them quickly — something a private individual simply wouldn’t have the expertise to do. Towards the end of the process, David’s collaboration with my solicitor ensured everything was ready to close smoothly. Ultimately, Engage Financial Services secured me a much better rate than I had been offered previously and went above and beyond to ensure I was happy and informed throughout the process. Terry Pierce2025-11-28Trustindex verifies that the original source of the review is Google. Had the pleasure of dealing with Dave & Danny. Both have been great to deal with and delighted to have used them for the second time. Dave is definitely a better broker than rugby player!! Sibeal Keily2025-11-28Trustindex verifies that the original source of the review is Google. 🌟🌟🌟🌟🌟 Exceptional Mortgage Advisor – Highly Recommend! I had an outstanding experience with David from start to finish. He was incredibly knowledgeable, patient, and really went the extra mile to find the best mortgage option for me. What truly stood out was how David managed to secure a mortgage with a lender that offered far better terms when every other bank had suggested a less favorable mortgage. He truly turned a challenging situation into a success and made what could have been a stressful process feel smooth and easy. I highly recommend David to anyone looking for a reliable and top-notch mortgage advisor! Jen Moore2025-11-27Trustindex verifies that the original source of the review is Google. David and the expertise of the team at Engage Financial Solutions offered a smooth and efficient process of, initially getting mortgage approval, and worked with me through every step of the process offering guidance and support throughout each element in achieving my goal as a home owner. Highly professional service that made a major life event run seamlessly. Thanks to all at EFS! Keith Davis2025-11-14Trustindex verifies that the original source of the review is Google. Absolutely brilliant to deal with. Super easy technology combined with a human touch. Danny and Aisling were superb on our journey to buying our new house. Got us the best deal on the market and even sorted out life assurance out. Couldn't recommend enough. Mark Nathan2025-11-13Trustindex verifies that the original source of the review is Google. I have nothing but praise for David and his team. We've worked with a few brokers prior trying to get a mortgage, but it felt like we were doing all the work. David was with us every step of the way, detailed and precise. It only took us a few emails and a phone call to get mortgage approved, that to, for more than we applied for. Engage could easily be your first and last stop on your journey to a mortgage. Nigel Gomes2025-11-06Trustindex verifies that the original source of the review is Google. I’d like to specifically commend Danny O’Brien from Engage Financial Solutions for his exceptional support as my mortgage solicitor. Danny guided me through every step of the mortgage process, liaised directly with the bank, and ensured everything was in line with their expectations. Thanks to his professionalism and efficiency, we received our AIP approval within just a week. Danny played a huge role in helping us buy our first home in Dublin, Ireland, and I couldn’t be more grateful for his guidance and expertise. I would highly recommend him to anyone with mortgage-related queries his dedication and knowledge truly make the process seamless. Serhii Novikov2025-11-03Trustindex verifies that the original source of the review is Google. Highly recommend David and Paul at Engage Financial Solutions. They made the mortgage process so straightforward. Great communication and truly supportive throughout.