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: