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.
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:
Preliminary Phone call Your IPF advisor will arrange a call with you to explore the necessity and usefulness of this service to you. |
Factfind meeting A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements. |
Recommendation Your advisor will present you with their recommendations and guide you through the process for implementing your plan. |
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.
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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 |