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Household Financial Planning

We are delighted to introduce our new Household Financial Planning service to our members.

We have found that our clients and their spouses often benefit from having a combined financial review, in order to get an overall picture of their financial objectives as a family.

We can now look at your household as a whole in order to maximise your overall financial position to your best advantage.
To provide this service we engage a four step process:
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Preliminary Phone call
Your IPF advisor will arrange a call with you to explore the necessity and usefulness of this service to you.
​
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Factfind meeting
A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements.
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Recommendation
Your advisor will present you with their recommendations and guide you through the process for implementing your plan.
​
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Annual Reviews
Your advisor will follow up with you on an annual basis to ensure your plans are still suited to your needs and make any amendments necessary.​
​

As part of our Monthly Offers for 2022, those who book their household review in

​before the 5th of August will be entered in a draw for a

​€350 voucher for Ireland's Blue Book


 

Household Financial Planning Review

To arrange a Financial Planning Review for your household, please submit your details below and we will be in touch to arrange a time that suits.
Submit

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

Home

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Contact

    Phone: 01 8298500
Service Centre: 01 6910305
Retirement Helpdesk: 01 6910317 ​
Email: info@ipf.ie
IPF Irish Pensions and Finance Ltd t/a Irish Pensions and Finance is regulated by the Central Bank of Ireland.
Copyright © 2020
  • Home
    • Services
  • Our Team
  • Careers
  • Contact
  • News
  • Request a consultation
  • Make a Claim
  • Booklet requests financial review
  • Education Hub
  • AVCs
  • Investments
  • Mortgages
    • Switching
    • Purchasing
  • Service Centre
  • Savings
  • New Page