What Our Clients Say:
“Shane McLoughlin is very good at what he does. He provides advice and guidance on complex financial issues in a clear, well-informed, logical way that makes sense to the non-expert. He gives great confidence that one is in very good hands with him. His personal values are also very strong. I have referred a number of friends to him and they are all very happy with the service he provides them. Shane has advised me personally on a complex pension and retirement issue and I am very pleased with his guidance and support. I could not recommend him highly enough.”
"Shane is a very dedicated, hard-working and personable Financial Advisor who places the interests of his clients to the fore. He is thorough and responsive, providing advice which is always clear and comprehensive; - quite simply, a very good guy to have in your corner."
“I am more than happy to recommend Rockbridge Financial Planning. Following a comprehensive financial planning exercise a few years ago Shane has completely reorganised my investments and put them on a sound footing, ensuring that they are allocated in accordance with my appetite for risk and long term objectives. I feel that, come the next financial shock, I will be much better prepared. In the meantime, my portfolio is well placed to grow. He listens, thinks and comes back with sound ideas and I have great confidence that my best interests are always being looked after.”
“Shane McLoughlin has been our financial advisor for nearly 10 years. He has given me and my family outstanding financial advice over the years, particularly most recently in the area of estate planning and pension advice. I have no hesitation in recommending Rockbridge Financial Planning to anyone looking for top class fee based financial advice”.
“We have been working with Rockbridge Financial Planning for a number of years and have found them to possess an in-depth knowledge of their financial field and a refreshing trustworthiness in their handling of our affairs. We are happy to recommend Rockbridge Financial Planning”
“I am a self-employed sole operator in professional practice who has benefited from some excellent advice and service from Rockbridge Financial Planning which has helped greatly in organising my financial affairs, in particular, my pension requirements. As a client, I look forward to availing of their expertise in managing my financial affairs and retirement planning in an important phase of my working life. I am especially pleased to deal with Rockbridge Financial Planning as they provide fee based independent financial advice”
“Shane McLoughlin has been extremely helpful in providing me with excellent on-going advice relating to my Self-Administered Pension Scheme. What I appreciate most about the advice is his ability to simplify what is a very complex subject matter and ensure that I am utilising my retirement allowances as efficiently as possible. I am more than happy to recommend Rockbridge Financial Planning”