Financial Factfind
Fee based, not product driven, review service to give you an unbiased professional opinion.
The service aims to outline your financial goals and arrive at a realistic, workable and most importantly, achievable plan to get you there.
A financial plan should be realistic and achievable and reflect your current and optimal future circumstances.
Financial Factfind
Your financial world covered.
The Full Financial Planning Review covers many areas;
Personal and Professional Circumstances.
Review of Current Financial Commitments.
Asset Review including Savings, Investments and Property.
Retirement Planning, past, current and future benefits.
Protection, current personal and employee benefits.
Financial Factfind
Fee-based advice driven service built for you.
Full financial review covering all aspects of your financial world. The cost for this service is €500 including opening factfind consulation, recommendations report and follow up consultation call.
