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What is Financial Planning?

Financial planning is the process of meeting your life goals through the proper management of your finances. Achieve the future you aspire to - Engage First Ireland to work with you on your own financial plan. Together we will establish where you are now and what you need to do financially in order to reach your goals.

The Benefits Of Financial Planning
  • Learn how to make the best financial decisions you can
  • Ensure the financial decisions you make are part of ‘your whole plan’ rather than made in isolation
  • Achieve financial independence within your desired time frame

The Benefits Of Financial Planning
  • First Ireland specialise in financial planning for Business Owners
  • Unique financial solutions designed with you the Business Owner in mind
  • Focus on your personal financial future as much as you do on your business

  • Protection
    Whilst planning for your future is very important, protecting ‘the now’ is critical to your family’s financial soundness.
  • Savings & Investments
    Impartial investment advice is a crucial element in ensuring that your funds are invested in a way that reflects your personal needs and attitude to risk
  • Pensions & Retirement
    So how much Fun do you wish to have? Whether you are in the early years of employment, nearing retirement or have retired contact us today
  • Financial Planning
    Financial planning is the process of meeting your life goals through the proper management of your finances.
General Insurance Educational Achievement Award 2019
My brokers Awards
General Insurance Educational
Achievement Award 2019
The LPI Awards
The LPI Awards
Shortlisted 2017
The LPI Awards
The LPI Awards
Best Life and Pensions Broker 2016

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