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Of course, a regular financial review makes complete sense but I never felt like it was a priority. That is until I experienced my first Bluechip financial review. Now it’s an appointment I would not miss. The insightful questions around my personal financial objectives were really thought-provoking and the Bluechip financial plan gave me great advice, access to some new financial products I hadn’t heard about and some very welcome savings. I now wouldn’t be without my up-to-date financial plan.
A. McDonogh, 2021
I know that I can get in touch with Bluechip at any time with any financial queries I may have, but what I particularly appreciate are the regular policy reviews with my advisor. This has been extra important during the past 12 months of uncertainty. Being able to update with my advisor, by phone or through Zoom, has been very reassuring. I always feel we are getting relevant advice that keeps our retirement and financial plans on track!
C. Dooge, 2021
Thank you for all your help and patience over the last few months. We certainly would have no hesitation in recommending Bluechip to anyone who is contemplating a new mortgage.
F & S Kelly, 2021
I have been both a personal and business customer of Bluechip for nearly 10 years. They are, first of all, a very ethical company which is number 1 when it comes to financial matters. They also have the expertise to recommend what will deliver the best outcomes for the customer.
M. McGowan, 2021
We will be recommending Bluechip to friends and family. A mortgage application is a journey and all our queries were dealt with in an efficient and timely manner. We appreciate all your help. And thank you, Marian – a professional with a brilliant can do attitude from start to finish!
P & G McKee, 2021
As a customer of Bluechip for over 12 years, I can always trust David and his expert team to come up with a plan that’s tailored to suit my needs. My yearly financial review puts my mind at ease as I know I’m on the right track with my finances. If you, your family or business require solid financial guidance, Bluechip is my recommended trusted advisor.
P. Cody, 2021