WHO WE ARE
Aoife Caulfield founded Caulfield Financial Ltd out of love for her family and her constant desire to help people achieve their financial goals & expectations. She wanted to bring her vision of customer service excellence to her own company and break down the barriers that may exist for people getting Financial Planning advice. She has worked in the Financial Services industry since 2000, and is a Qualified Financial Adviser and Retirement Planning Adviser. . Aoife would be more than delighted to look after you, whatever your financial planning needs or goals may be.
HOW WE CAN HELP
We will save you time and money by aiding you in decision making and taking care of all the paperwork.
Do the planning & make recommendations
Prepare the administration for you
Your personal information is secure
To manage & review your policies
WHO WE WORK WITH
We are working in collaboration with trusted and well known insurance providers to
ensure that all your Financial Planning needs are taken care of.
Imagine getting an appointment at a time that suits you. Imagine ringing your Financial Adviser and getting through through the first time. Imagine ample parking & complete privacy. Imagine your children being welcome in an office. Imagine feeling relaxed and very comfortable in our office surroundings. Imagine being made feel that you are such an important customer to us. Well imagine no more, this is reality. This is what is feels like to work with Caulfield Financial Ltd.
Our Mission Statement
We will endeavour to look after you & your family to the very best of my ability. Our aim is to create the most amazing customer experience possible, and have you, our customers safe in the knowledge that you are being cared for and looked after, and that you matter to us. We will always remember your name, and you will always be important to us. We would like to look after you, and the next generation that follows you. The difference is we care. We support local. We support local jobs and give back to the community. Welcome to your first day of dealing with Caulfield Financial.
I look forward to meeting with you!
Best wishes, Aoife Caulfield