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Comprehensive solutions in mortgages, investments, and retirement planning from Ireland’s trusted advisors.
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At First Rate Financial Planning, we understand that securing a mortgage is one of the most significant financial commitments you’ll make.
Whether you’re a first-time buyer, moving home, or investing in property, our experienced mortgage advisors are here to guide you through every step of the process. We work with all major lenders in Ireland to ensure you receive the best possible terms and rates tailored to your needs. Let us simplify the mortgage process for you, making it as seamless and stress-free as possible.
Planning for retirement is essential for ensuring a comfortable and secure future.
Whether you’re starting a pension plan, managing existing contributions, or exploring retirement options, our expert advisors provide the guidance and support you need. Benefit from our extensive knowledge and experience in the Irish pension market to maximise your retirement savings and enjoy peace of mind.
Life is unpredictable, but with the right financial protection, you can ensure peace of mind for yourself and your loved ones.
At First Rate Financial Planning, we offer a range of financial protection solutions, including life assurance, specified illness cover, and income protection. Our expert advisors will work with you to identify the risks you face and develop a comprehensive plan to safeguard your financial future. Trust us to provide the protection you need to navigate life’s uncertainties confidently.
Hear from our clients about their experiences and how they found working with First Rate Financial Planning.
Geanina Costan2024-05-03Highly recommended First Rate Mortgages ! Kevin and the team are absolutely amazing !Linda Murray2024-04-30We contacted Kevin and the team in First Rate last year when we were beginning our journey to try and buy a property. At every step of the way we received fantastic guidance and advice. They have been so easy to work with, always prompt and friendly. We have just gotten keys to our first home and we couldn't be happier! I would highly recommend the team. They made the whole process so much easier. Thanks Kevin and all the team at First Rate.Simon Silva2024-04-06First rate should be everyone’s first choice! Kevin and his team are superb, very knowledgeable, patient and reassuring all the time, we knew we had found the right Brokers when 6 different people recommended First rate mortgages to us. Overall 10/10, they’re the right team if you want a stress free journey 🙏Lee-ann Kelly2024-03-20Kevin & the team go above and beyond to make the process as stress free as possible. Ongoing engagement, clear communication and real-time responses/support being key. Their online portal for uploading the initial documentation is clear to understand and user friendly, and the team are there to support...when you make the occasional mistake!! Would highly recommend!!Noel Reville2024-03-20Fantastic service, patient, diligent throughout the extended process . Would highly recommendClaire Nelson2024-03-20Rachel and Kevin at First Rate were incredibly supportive during our mortgage application process and were extremely patient in guiding us through all the various hoops. They facilitated a positive outcome for us, which we are very grateful for.Lauren Walker2024-03-14Made our process with our mortgage so smooth and reassured us every step. Highly recommend Shay and his team 😊Kellie-Marie Connolly2024-01-24I would highly recommend First Rate mortgages. We dealt with Kevin who made the process very simple,quick and stress free. The team especially Lorna and Patricia were very helpful and were in constant contact with updates which was brilliant. Thanks to the team for all your help on getting our first home. We are over the moon and couldn’t have done it without all your help.Tadhg Rohan2023-12-14Can very highly recommend them. Rachel and Barry were a great help throughout the whole mortgage process and always on hand with any queries I would have myself. Brilliant service.
Choosing the right financial partner is crucial for achieving your financial goals. At First Rate Financial Planning, we pride ourselves on providing personalised, expert advice tailored to your unique needs.
Our team of experienced professionals is dedicated to helping you navigate financial planning, ensuring that you make informed decisions every step of the way.
First Rate Mortgages Ltd trading as First Rate Financial Planning is regulated by the Central Bank of Ireland.
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