Financial Advice
Our Financial Planning services are available to family members of existing clients,
whether they are employed in the Public or Private Sector.
whether they are employed in the Public or Private Sector.
Services we can provide include:
Retirement Planning A full review of your current pension provisions (if any) and the options available |
Assessment of previous pensions Review and amalgamation of pension pots from previous employment where appropriate |
Protection Cover reviews Find out if your family is adequately covered at the best value currently available |
Savings & Investment Goals Ensure their savings are kept in line with their short, medium and long term objectives |
What does a Financial Planning Review entail?
When you meet with one of our Advisors, the focus will be to find out what your financial priorities and concerns are.
To do this we will need to to establish the facts of your financial situation and to put them into the context of your aspirations. We do this by completing a ‘Factfind’ with you, the agenda of which is:
As we examine these details we will have a discussion with you as to whether your needs are currently being met, in your view. Where we both recognise a shortfall we will put together our agenda of recommendations for your consideration.
We may require a second or even third meeting to complete the process.
To do this we will need to to establish the facts of your financial situation and to put them into the context of your aspirations. We do this by completing a ‘Factfind’ with you, the agenda of which is:
- Your personal details
- Your existing pension benefits
- Any life/income/mortgage protection policies you may already have in place
- Your savings and/or investments
As we examine these details we will have a discussion with you as to whether your needs are currently being met, in your view. Where we both recognise a shortfall we will put together our agenda of recommendations for your consideration.
We may require a second or even third meeting to complete the process.
Financial Planning Reviews
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To arrange a Financial Planning review, please submit your details and we will be in touch to arrange a time that suits.
Alternatively, you can contact us by phone or email as below. We look forward to hearing from you. Phone: 01 8298500 Email: info@ipf.ie |