Role: QFA - Financial Advisor
Joe has worked in the Financial Services Industry for nearly 20 years in various sales and management positions. He is a fully Qualified Financial Adviser (QFA) .
Joe has qualified for the prestigious Million Dollar Round Table (MDRT ) on several occasions. MDRT represents the top 1% of Financial Advisers worldwide.
He joined Claffey & Egan Financial Brokers in 2012, operating mainly in the Midlands area.
Joe was happy to come to our home and go through our Mortgage Protection and Life assurance policies. Joe is extremely knowledgeable and professional in his work. He is friendly and easy going with a lot of helpful advice. We were delighted and feel reassured with our policies now in place.
We’ve have been dealing with Joe for over 10 years and recently he sorted out our mortgage protection and Income Protection policy’s . He is fantastic to deal with and always available to help us with any questions . Joe also talked me through step by step on how to claim the Income Protection tax relief on the Revenue website , which was a great help to me .
We have no hesitation in recommending Joe to any of our Friends and family who need Financial advice . His professionalism, knowledge and customer service are second to none .
Thanks for you’re help Joe.
After years of being refused Life Insurance due to my disability, Joe was the one broker who took the interest and time and finally sought out Life cover for me. As well as helping me get Life Insurance Joe also helped me sort out my pension and guided me in the right direction, giving me and my family peace of mind for which we are very grateful.
Joe has been my Financial Adviser for well over 10 years. He recently helped me with a claim. He actually rang me, as he heard I was in an accident to make me aware I could make a claim.
From start to finish he was excellent and dealt with all aspects of the claim, which was a great help to me. Joe was very professional and any question I had was dealt with very quickly, that gave me and my family great peace of mind.