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
What Our Clients Say!
Posted on Jennifer KellyTrustindex verifies that the original source of the review is Google. 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.Posted on Paudie DennehyTrustindex verifies that the original source of the review is Google. 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 PaudiePosted on Pa RyanTrustindex verifies that the original source of the review is Google. Very professional and easy to deal with. They made the process of switching mortgage very manageable and guided us make the right financial decision. We would highly recommend them to anyone in our position.Posted on Kelly McQuaidTrustindex verifies that the original source of the review is Google. We recently secured our mortgage through Engage Financial Services and honestly couldn’t be happier with the experience. From start to finish, Danny and Aisling were absolutely brilliant. Any obstacles that came up, they always had a solution ready and guided us through everything step by step. They were always at the end of the phone to answer any questions we had, which made the whole process so much less stressful. A huge thank you to the team for helping us along the way – from Kelly and Kevin. We’d highly recommend them to anyone going through the mortgage process!Posted on Aisling Ni LuingTrustindex verifies that the original source of the review is Google. Engage Financial Solutions and especially Danny were outstanding throughout our re‑mortgage process. His communication, patience, and commitment were exceptional. He explained everything clearly, chased what needed chasing, and genuinely went above and beyond to get us over the line. We highly recommend Engage Financial Solutions (and Danny!) to anyone looking for a reliable, dedicated, and supportive financial broker.Posted on Aidan FinneganTrustindex verifies that the original source of the review is Google. I was put in touch with EFS through a friend when I was simply looking to get Approval in Principle and see where things might lead. Six months later, I’ve just closed on my apartment, and I would not have gotten there without EFS. From the outset, Danny was clear, responsive and completely on top of the detail. What started as a straightforward application became significantly more complicated when the VAT rate on Apartments changed mid-sale, moving from 13% to 9%. That shift triggered a raft of knock-on issues with the bank and the developer with an amended and awkward new purchase price. It was the kind of situation that would have been very difficult to navigate alone. Throughout it all, Danny was consistently calm, pragmatic and proactive. He always answered the phone, explained things clearly, and seemed to anticipate issues before they became problems. His relationships within the bank made a real difference in keeping things moving and resolving complications quickly. Aisling was equally efficient and organised, making sure every document and requirement was handled without fuss. Buying a property can be stressful at the best of times. In a situation with unexpected regulatory and pricing changes, having EFS in my corner made all the difference. I would recommend them without hesitation and will be back when my fixed term ends to look for options.Posted on Andrea LyngTrustindex verifies that the original source of the review is Google. We would highly recommend Engage Financial. Dave, Paul and the team worked really hard to make the mortgage process for our self build as painless as possible. They were always at the end of the phone for any query big or small. We really benefited from their expertise and appreciate the lenghts they went to to get everything across the line for us. Again, can't recommend more.Posted on Keith O ConnorTrustindex verifies that the original source of the review is Google. David and the team at Engage help us navigate the minefield of purchasing a house from abroad. They were also able to connect us to the right people at the right times for each step in the process, keeping us on track with our goals.Posted on Binkie ShabsTrustindex verifies that the original source of the review is Google. Danny, Aisling and everyone at Engage made the whole mortgage process so smooth, they took care of everything, answering any questions s I had and most importantly, they excellent at communicating all through the process. Definitely the team you want for your mortgage process.Posted on Dalia MountwittenTrustindex verifies that the original source of the review is Google. David Moore was outstanding! Great service, made sure everything was clear, always available for updates along the way. We felt in good hands. We will definitely recommend him and use his service in the future again if needed.