It has now been 6 months since we launched our Service Centre, a dedicated phone line service which gives clients the opportunity to have their queries answered instantly by a Financial Advisor. No need for an appointment and no irritating hold music!
Over the duration of this 6 months, our Advisors have taken over 1,000 calls from clients with varying queries in relation to their financial plans.
Some of the most common queries we've had are;
To discuss your Financial Plan with a Qualified Financial Advisor, you can call our Service Centre, Monday-Friday 09:00 - 17:30 on 01 8298500. We look forward to hearing from you.
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;
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: