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A personalised financial roadmap designed to help you make better financial decisions with confidence.
Our most comprehensive financial planning service, bringing together every aspect of your finances into one clear, structured plan.
Whether you're building wealth, planning for retirement, protecting your family or simply looking for greater financial clarity, we'll help you create a strategy tailored to your goals.

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Our Full Financial Plan is our most comprehensive financial planning service, designed to provide clarity, structure and confidence across every aspect of your finances.


For a fixed fee of €850, we'll take a detailed look at your current position, identify opportunities and risks, and provide you with a personalised financial roadmap tailored to your goals and priorities.


Whether you're planning for retirement, building wealth, protecting your family or simply looking for greater financial clarity, we'll help you create a strategy designed around what matters most to you.

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We undertake a detailed review of your financial position, including your income, expenditure, assets, liabilities, pensions, investments and protection arrangements. 

This allows us to identify strengths, opportunities and areas that may require attention.

"}},"image":null,"cta_link":null},{"title":"Personalised Financial Plan","content":{"data":{"content":"

You'll receive a personalised written financial plan designed around your goals and circumstances. Depending on your needs, your plan may cover retirement planning, pension reviews, investments, protection planning, estate planning considerations and long-term financial objectives.

"}},"image":null,"cta_link":null},{"title":"Clear Action Plan & Priorities","content":{"data":{"content":"

Your recommendations will be presented in a clear and practical format, helping you understand exactly what actions should be prioritised and why. 

Our aim is to simplify complex financial decisions and provide a roadmap you can confidently follow.

"}},"image":null,"cta_link":null}],"add_cta":[],"video_url":null,"choose_form":null,"cta_title":"Book A Discovery Call","cta_link":{"id":"58099bca-f91c-5c6b-b617-e71bf510d822","slug":"calendly-appointment-fs","title":"Calendly Appointment FS","target_window":"default","link_type":"internal","external_link":null,"strapi_parent":null},"cta_custom_link":null,"image_alignment":null,"background":"none"},{"id":"2673e600-9810-5dbc-8aac-df3d14e3598d","layout":"full_width_accordion","strapi_component":"page-modules.image-and-content","title":" Full Financial Plan FAQ","description":{"data":{"description":"

Learn more about our Full Financial Plan and how it can help you take control of your financial future.

"}},"image":null,"dark_bg":false,"subscribe_form":false,"add_content":[{"title":"What is the Full Financial Plan?","content":{"data":{"content":"

A Full Financial Plan is a comprehensive review of your finances, designed to provide clarity, structure and confidence around your financial future. 

We assess your current position, understand your goals and develop a personalised roadmap to help you achieve them.

"}},"image":null,"cta_link":null},{"title":"How much does a Full Financial Plan cost?","content":{"data":{"content":"

Our Full Financial Plan is available for a fixed fee of €850. This includes information gathering, analysis, personalised recommendations, a written financial plan, plan presentation meeting and an annual review meeting

"}},"image":null,"cta_link":null},{"title":"What is included in the Full Financial Plan?","content":{"data":{"content":"

Depending on your circumstances, your plan may cover:
• Pensions & Retirement Planning
• Investments & Savings
• Income Protection
• Life Cover
• Mortgage Protection
• Estate Planning Considerations
• Financial Independence Goals
• Cashflow Planning
• Tax-Efficient Planning Opportunities
 

"}},"image":null,"cta_link":null},{"title":"Will I receive a written financial plan?","content":{"data":{"content":"

Yes. 

You'll receive a personalised written financial plan outlining our recommendations, priorities and next steps

"}},"image":null,"cta_link":null},{"title":"How does the financial planning process work?","content":{"data":{"content":"

Our Full Financial Plan is delivered through a structured four-stage process designed to give you clarity, confidence and a clear roadmap for the future.

Step 1: Discovery & Goal Setting (30-60 minutes)
We begin by getting to know you, understanding your current circumstances, financial goals and what you want to achieve from the planning process.

Step 2: Information Gathering & Analysis
We'll gather the relevant information relating to your finances and undertake a detailed analysis of your current position, identifying opportunities, risks and areas for improvement.

Step 3: Plan Presentation Meeting (60 minutes)
We'll present your personalised financial plan, explaining our findings and recommendations in a clear and practical way.

Step 4: Action Planning Meeting (60 minutes)
We'll work through the recommendations together, prioritise next steps and agree on an
implementation strategy that suits your circumstances.

Step 5: Implementation & Progress Meeting (60 minutes)
We'll support you in putting your plan into action and answer any questions that arise as you begin implementing the recommendations.

Step 6: Annual Review (Included)
Your Full Financial Plan includes an annual review meeting to ensure your plan remains aligned with your goals and adapts to any changes in your circumstances.

"}},"image":null,"cta_link":null},{"title":"Is this suitable if I already have pensions, investments or protection policies in place?","content":{"data":{"content":"

Absolutely. 

Many clients engage us specifically to review existing arrangements and determine whether they remain suitable for their current goals and circumstances.

"}},"image":null,"cta_link":null},{"title":"Does the plan include investment advice?","content":{"data":{"content":"

Where appropriate, yes. 

Investment recommendations may form part of your plan if they are relevant to your objectives, time horizon and attitude to risk.

"}},"image":null,"cta_link":null},{"title":"What happens after my plan is completed?","content":{"data":{"content":"

Your financial plan is not simply a report that's handed over and forgotten. 

Following the presentation of your recommendations, we'll work with you through the implementation stage, helping you prioritise and action the recommendations that are most important to your circumstances. 

Your Full Financial Plan also includes an annual review meeting, allowing us to revisit your progress, review any changes to your circumstances and ensure your plan remains aligned with your goals.

"}},"image":null,"cta_link":null},{"title":"Do I have to implement all of the recommendations?","content":{"data":{"content":"

No. The plan is designed to give you clarity and informed choices. You remain in control of which recommendations you choose to implement.

"}},"image":null,"cta_link":null},{"title":"Who is a Full Financial Plan suitable for?","content":{"data":{"content":"

A Full Financial Plan is ideal for individuals and families who want greater clarity around their finances, have multiple financial priorities, or want a structured strategy for achieving their longterm goals.

"}},"image":null,"cta_link":null},{"title":"Why choose DNG Financial Services?","content":{"data":{"content":"

Our advisers take the time to understand your circumstances before providing personalised recommendations tailored to your goals. 

We focus on delivering practical, straightforward financial advice that helps you make informed decisions with confidence.

"}},"image":null,"cta_link":null},{"title":"Not sure if a Full Financial Plan is right for you?","content":{"data":{"content":"

We'll discuss your circumstances, answer your questions and help determine whether a Full Financial Plan is the most appropriate next step.

"}},"image":null,"cta_link":null}],"add_cta":[{"title":"Book A Free Discovery Call","link":{"id":"58099bca-f91c-5c6b-b617-e71bf510d822","slug":"calendly-appointment-fs","title":"Calendly Appointment FS","target_window":"default","link_type":"internal","external_link":null,"strapi_parent":null}}],"video_url":null,"choose_form":null,"cta_title":null,"cta_link":null,"cta_custom_link":null,"image_alignment":null,"background":"light"},{"id":"8bf86bad-b675-53cd-99da-63ceee9acb28","layout":"full_banner","strapi_component":"page-modules.image-and-content","title":"BOOK YOUR FREE DISCOVERY CALL\n","description":{"data":{"description":"

Take the first step towards greater financial clarity. 

Whether you have a question about pensions, investments, protection, retirement planning or your broader financial future, our team is here to help. 

Book a free, no-obligation Discovery Call and let's explore your options together.

"}},"image":{"url":"https://ggfx-dngfs.s3.eu-west-2.amazonaws.com/i/newsletter_module_bg_205171e640.jpg","alternativeText":null},"dark_bg":false,"subscribe_form":false,"add_content":[],"add_cta":[{"title":"Book A Free Discovery Call","link":{"id":"58099bca-f91c-5c6b-b617-e71bf510d822","slug":"calendly-appointment-fs","title":"Calendly Appointment FS","target_window":"default","link_type":"internal","external_link":null,"strapi_parent":null}}],"video_url":null,"choose_form":"newsletter_form","cta_title":null,"cta_link":null,"cta_custom_link":null,"image_alignment":null,"background":null},{"id":"238a3040-77cf-51fb-bf72-b43bd32d280e","layout":"full_banner","strapi_component":"page-modules.image-and-content","title":"How do you want to get started?","description":{"data":{"description":"

Choose one of the options below to start your financial planning journey.

"}},"image":null,"dark_bg":true,"subscribe_form":false,"add_content":[],"add_cta":[{"title":"Book Appointment","link":null},{"title":"Apply Online","link":{"id":"c9df0d45-f1cb-5ec3-8b25-b91e5b41d1fe","slug":"apply-now","title":"Apply now","target_window":"new_window","link_type":"external","external_link":"https://dng.onlineapplication.io/","strapi_parent":null}},{"title":"Contact DNG FS","link":{"id":"2a266b72-10e2-5eda-8908-42c4bc3432ed","slug":"contact","title":"Contact","target_window":"default","link_type":"internal","external_link":null,"strapi_parent":null}},{"title":"Meet the Team","link":{"id":"bbe59c06-f1d4-5de1-a11d-87edd43ad811","slug":"our-team","title":"Meet the Team","target_window":"default","link_type":"internal","external_link":null,"strapi_parent":{"title":"About","slug":"about","strapi_parent":null}}}],"video_url":null,"choose_form":null,"cta_title":null,"cta_link":null,"cta_custom_link":null,"image_alignment":null,"background":"none"},{"id":"a1e44e60-7c28-5b31-acf2-0354e1c87a54","content":{"data":{"content":"

Meet the team

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Client testimonials

\"Sarah was really easy to work with on our sale, everything was clear up front and we were able to organise things in a way that suited us, and feel she generated good interest in the house and got a fair price. Would definitely use DNG again.\"

 

\"tile.png\"

Company Name
Subline text

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insight & opinion

"}},"select_module":"blog_listing","formpage_sidebar":null,"teams":[],"background":"none","border_line":"top","strapi_component":"page-modules.global-module"},{"id":"64d6c69b-8dde-53e6-82fa-ee7b51374529","content":{"data":{"content":"

contact our Financial Planning Team

One of our expert Financial Planners will be in contact with you soon.

"}},"select_module":"contact_form","formpage_sidebar":{"content":{"data":{"content":""}},"add_cta":[],"sidebar_title":"Why choose DNG fs?\n\n\n","add_content":[{"title":"Our People","content":{"data":{"content":"

Our team comprises seasoned and highly skilled professionals in financial services, poised to be your trusted financial partners.

"}},"image":{"url":"https://ggfx-dngfs.s3.eu-west-2.amazonaws.com/i/meeting_team_laptop_woman_93f48e0d6c.svg","alternativeText":null}},{"title":"Our Locations","content":{"data":{"content":"

With our extensive nationwide presence, we're uniquely positioned to serve clients across the Republic of Ireland.

"}},"image":{"url":"https://ggfx-dngfs.s3.eu-west-2.amazonaws.com/i/rating_five_star_456744c3c7.svg","alternativeText":null}},{"title":"Our Experience","content":{"data":{"content":"

To empower you with clear, structured wealth management strategies, guiding you toward financial independence through collaborative partnership.

"}},"image":{"url":"https://ggfx-dngfs.s3.eu-west-2.amazonaws.com/i/login_keys_c598edb0fe.svg","alternativeText":null}}],"show_sidebar_map":false},"teams":[],"background":"light","border_line":"top","strapi_component":"page-modules.global-module"},{"id":"e11c983a-f2b4-5705-a0ad-d186a5c103d5","layout":"full_banner","strapi_component":"page-modules.image-and-content","title":"Request a call back","description":{"data":{"description":"

Expect a call from one of our expert Advisors soon!

"}},"image":{"url":"https://ggfx-dngfs.s3.eu-west-2.amazonaws.com/i/newsletter_module_bg_205171e640.jpg","alternativeText":null},"dark_bg":false,"subscribe_form":true,"add_content":[],"add_cta":[],"video_url":null,"choose_form":"request_call_back_form","cta_title":null,"cta_link":null,"cta_custom_link":null,"image_alignment":null,"background":"none"}]},"allStrapiCareer":{"edges":[{"node":{"title":"Mortgage Advisor","salary":"On Application","address":"DNG FS Head Office, Milltown House, Convent Avenue, Mount Saint Anne's, Milltown, D06 Y822.","location":"Dublin","strapi_id":4,"category":"mortgages","slug":"mortgage-advisor","job_details":{"data":{"job_details":"

Brief Description of Role

DNG Financial Services is looking to recruit an ambitious and self-motivated Mortgage Advisor to join our DNG Financial Services business. The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.  

Main Duties and Responsibilities

●    Achieve mortgage business targets set out for the year
●    Efficiently manage mortgage applications from initial point of contact through to funds issue
●    Operate within agreed SLA
●    Contribute to the growth and development of DNG Financial Services business and brand
●    Perform role compliantly, in accordance with company policies and procedures
●    Develop and expand professional network of business introducers
●    Deliver workplace presentations and education seminars
●    Ensure accuracy by placing emphasis on a right first time approach
●    Prospecting at new housing development launches

Skills and Experience Required

●    To be considered for this role, you will require a third level qualification or experience working in the financial services industry
●    You must be a self-starter, self-motivated, adapt quickly, and work well with others
●    Proven track record at achieving  and exceeding targets
●    Previous experience of handling high value and complex mortgage applications is ideal
●    Positive energy and can-do attitude
●    Willingness to develop and learn
●    Strong attention to detail
●    Customer service must be a primary focus
●    Good problem solver
●    Excellent communication, administration and organisational skills
●    An interest in progressing professionally within the mortgage industry and a willingness to learn and undertake relevant examinations
●    Good technical knowledge of mortgage credit policy and products available in the market
●    Professional approach
●    Proficiency in MS Office applications – Outlook, Word, Excel.
●    Appropriate Industry Qualification
●    Previous experience in a Financial Services brokerage
●    Minimum Competency Code (MCC) applies to this role
●    Knowledge of Anti Money Laundering requirements and compliance procedures

Minimum or Desired Qualifications Required

QFA
Third Level Qualification is desirable
Full Driver’s Licence

Additional Information:

Full Time Permanent Contract 37.5 hours per week

Salary & Benefits: On Application

Apply by submitting your CV to Tom Flanagan - tomflanagan@dngfs.ie

Closing Date for applications: 28/02/2026

Shortlisting will apply

DNG Financial Services is an equal opportunities employer and welcomes applications from all suitably qualified persons from across all communities.

About DNG:

The DNG Group is a multi-disciplinary property advisory practice based in the capital. We are Ireland’s premier agency with a branch network which extends to 80 branded offices located in virtually every major city and town in the country. DNG is one of the largest sellers of residential property and new homes schemes in Ireland.

Our national franchise network contains some of the best agents in the business offering their superb local expertise with the backing of Ireland’s premier property brand.

DNG Financial Services is one of Ireland's newest financial services intermediaries, working directly with all mortgage lenders, and the main life assurances companies in Ireland. DNG Financial Services specialises in Mortgage Lending, Financial Planning, and Corporate Solutions.

DNG Financial Services Ltd t/a DNG Mortgages, DNG Life & Pensions, DNG Financial Services is regulated by the Central Bank of Ireland. 

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Tom brings over 18 years of diverse experience in the financial services industry to his role as Head of Mortgages at DNG Financial Services, a position he assumed in 2024. His journey in finance has taken him through reputable organizations such as Aviva, KBC, and most recently AIB.

With a background in Business Studies and Commerce, Tom holds an Honours Degree and is currently working towards securing the CFP designation, adding to his existing QFA qualification. This blend of academic achievement and practical knowledge forms the backbone of his approach to financial services.

Tom's career has been characterized by a commitment to understanding the intricacies of financial planning, navigating complex mortgage cases, and fostering cohesive teams. At DNG Financial Services, he brings this wealth of experience to the fore, serving as a steady hand in guiding the mortgage business forward.

Tom's focus is always on providing tailored solutions and exceptional service to clients, ensuring that their financial needs are met with integrity and expertise.

 

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Cian joined DNG Financial Services in the position of Managing Director in 2023. Cian comes with a wealth of experience across the Retail Banking sector and more recently the Financial Services Brokerage space. Cian specialises in Residential and Commercial Mortgage Lending, with a strong aptitude in Life & Pensions.

Having previously run one of the largest Mortgage Brokerages in Ireland, he is now tasked with building the premier Financial Services offering in Ireland, with his team offering expertise in Mortgages, Protection, Savings & Investing, Pensions, and Financial Planning.

Cian has developed a big presence on multiple social media platforms, providing high value content to his following. He is also a regular contributor on both TV and Radio, appearing on Virgin Media's Tonight Show, and Newstalk FM on several occasions.

Having began his career in Retail at the age of 15, customer service is at the core of everything Cian sets out to deliver to his client base. As one of the youngest Senior Executives in Financial Services in Ireland, Cian is an exciting addition to the team in DNG.

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Louise Carolan, Head of Administration at DNG Financial Services, has over 12 years of extensive experience in the financial services industry. Throughout her career, she has held pivotal roles in mortgages, complaint handling, coaching, customer service, quality assurance and has actively contributed to numerous key projects. 

With a background in process optimization, Louise enjoys developing and refining procedural guides to enhance operational efficiency and compliance. Louise’s interests also extend to detailed reporting, enabling data-driven strategic planning across both the Mortgage and Financial Planning teams.

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Tom brings over 18 years of diverse experience in the financial services industry to his role as Head of Mortgages at DNG Financial Services, a position he assumed in 2024. His journey in finance has taken him through reputable organizations such as Aviva, KBC, and most recently AIB.

With a background in Business Studies and Commerce, Tom holds an Honours Degree and is currently working towards securing the CFP designation, adding to his existing QFA qualification. This blend of academic achievement and practical knowledge forms the backbone of his approach to financial services.

Tom's career has been characterized by a commitment to understanding the intricacies of financial planning, navigating complex mortgage cases, and fostering cohesive teams. At DNG Financial Services, he brings this wealth of experience to the fore, serving as a steady hand in guiding the mortgage business forward.

Tom's focus is always on providing tailored solutions and exceptional service to clients, ensuring that their financial needs are met with integrity and expertise.

 

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James joined DNG Financial Services in the position of Head of Financial Planning in 2024. James comes with 12 years of experience across the Retail Banking & Wealth Management sector. With a solid foundation backed by a Master’s degree in Financial Services and certifications as a Qualified Financial Advisor (QFA) and a Certified Financial Planner (CFP®), James is committed to delivering expert guidance and tailored solutions to help clients achieve their financial goals.

James is now tasked with building a premier Financial Planning offering in Ireland, with his team offering expertise in Protection, Savings & Investing, Pensions, and Financial Planning. James firmly believes that every individual deserves to have their money work harder for them, and his mission is to make this a reality for each DNG Financial Planning client. Whether it's retirement planning, investment management, or estate planning, James is dedicated to crafting bespoke financial plans that align with their unique aspirations and circumstances.

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