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IPF Wellness 10 mILLION steps challenge

23/7/2022

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IPF staff recently took part in a challenge to complete 10 million steps in 4 weeks, and we are delighted to confirm that we smashed that target, and then some!!

The aim of the challenge was to not only get us all moving, but to raise money for two very worthy causes while we did it. To date, €2,280 has been raised for the Irish Cancer Society and St Francis Hospice. 

The 4 weeks culminated in a 13km hike of Howth Head on Saturday 26th to give us a helping push over that 10 million finish line!

Thank you to IPF Wellness Officer Michelle Farrelly for organising and to all those who participated and donated. Keep stepping!

Our donation link will remain open until 19th Aug 2022 so keep the donations coming! 
www.idonate.ie/IPF10MillionStepsforJuly

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New Service - Household Financial Planning

4/7/2022

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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 do this, we engage in a four-step process;

  1. Preliminary phone call – Your IPF advisor will arrange a call with you to explore the necessity and usefulness of this service to you
  2. Factfind meeting – A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements
  3. Recommendations - Your advisor will present you with their recommendations and guide you through the process for implementing your plan
  4. 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.
To book your Household Financial Planning review, go to:
www.ipf.ie/household-financial-planning
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  • Home
    • Services
  • Our Team
  • Careers
  • Contact
  • News
  • Request a consultation
  • Make a Claim
  • Booklet requests financial review
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    • Switching
    • Purchasing
  • Service Centre
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  • New Page