“At Peter Duggan Financial Services Ltd. Our main aim is to provide the Client with a service of the highest quality. We offer the customer a wide range of financial services and will constantly endeavour to search for and find the best value for our clients”
When providing advice, the firm considers the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, the firm will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG products. The firm will at all times act in the client’s best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products.
Who Are We?
Peter Duggan Financial Services Ltd is an impartial Limerick based Investment Business Firm, which has operated in the Mid-West region since September 1989. We pride ourselves on providing a bespoke financial analysis service appropriate to our clients circumstances and needs.
Goals and Values
We wholeheartedly believe in providing a complete and transparent service to all our clients, our aim being:
To act honestly, fairly and professionally in the best interests of all our clients and the integrity of the market;
To act with due skill, care and diligence in the best interests of our clients;
Not to act recklessly, negligently or deliberately mislead the client as to the real or perceived advantages or disadvantages of any product or service;
To have and employ effectively the resources, policies and procedures, systems and control checks, including compliance checks, and staff training that are necessary for compliance with the Consumer Protection Code and all other codes that regulate our industry;
To seek from our clients information relevant to the product or service requested and to make full disclosure of all relevant material information, including all charges, in a way that seeks to inform the client without exerting undue pressure or undue influence on the client; and
To comply with the letter and spirit of the Consumer Protection Code including all codes and regulations that Peter Duggan Financial Services Ltd. is subject to.