About Us

SERVATUS – Financial Brokers

Servatus means to Guard, Watch Over, Protect, Preserve.
This reflects our attitude toward you and your finances. At Servatus we feel that financial advice should be a professional consultancy service, built around a lifelong relationship. Not a sales process.

Servatus Ltd. has been providing financial advice to Irish clients since 2009. Regulated by the Central Bank of Ireland as an MAI, Multi Agency Intermediary and mortgage broker. We advise on financial products from all the major Life Assurance companies in Ireland. Our licence also provides a ‘passport’ in to most other EU countries.
Servatus is dedicated to offering Transparent Fee Based financial advice because we believe this is fair and in our clients best interests.

Meet The Team

Dublin

Geoff Whelan

Geoff Whelan

CEO

Katy Blunn

Katy Blunn

Office Manager

Tom Walsh

Tom Walsh

APA

Tom Holland

Tom Holland

QFA Qualified Financial Advisor

Galway

John Morrin

John Morrin

QFA Qualified Financial Advisor

Ian Kilbane

Agent

Daniel Madden

Daniel Madden

QFA Qualified Financial Advisor

The Servatus – Mission Statement

At Servatus it is our aim to be successful by achieving great results for our clients. We want to create mutually beneficial and profitable long-term relationships.

We aim to be a consultancy that provides our clients with the best advice and the highest standards in financial planning. To be a safe pair of hands between you, our client, and large financial product providers.

In an uncertain world we aim to bring stability and guidance and help you navigate unchartered waters. We have a policy to be open and honest with our clients, and promise to deliver bad news along with the good, with a commitment to taking corrective action when things don’t go as anticipated.

We aim to put clients in control of their finances to help them:

  • Maximise their wealth

  • Reduce risks to their financial wellbeing

We have a policy of being open and fair which our fees.

Get In Touch

For a free consultation

3 + 15 =

SERVATUS LTD


Dublin Office

Servatus Ltd
36 Millennium Business Park
Cappagh Road
Dublin 11
Phone : +353 (0)1 5547310
Email: info@servatus.ie


Galway Office

Servatus Ltd
Unit 22
Claregalway Corporate Park
Co. Galway
Phone : +353 (0)91 421900
Email: info@servatus.ie