Financial Planning | First Ireland

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.

One of our Financial Advisors will meet with you and review your current financial and personal circumstances. We will review the current cover you have in place and ascertain if this is adequate for your needs. We will then be able to identify any shortfalls and provide you with a financial plan to help you reach your goals.

Call us Today

Speak to one of our friendly and experienced staff members

How does it work?

A thorough fact-finding process to ensure that we understand your current financial circumstances
Analysis of your current arrangements
Protection needs review to ensure that your protection needs are addressed
Analysis of your retirement needs
Specific objective planning particular to your circumstances and requirements
Maximising tax efficiency in the retirement planning process
Risk Profiling to assess your risk preference and capacity for risk to establish most suitable investment strategy for you
Full Recommendation, detailed and in writing

On-Going Services

An experienced dedicated financial advisor who has a clear understanding of your personal and financial goals
Review of your financial circumstances and needs with specific reference to your target objectives
Risk Profiling reviews to ensure the level of risk remains consistent with your requirements
Fund Research
Fund Performance and Investment Market analysis

The Benefits For You

Trusted Relationship

Working with you to help you achieve your goals

Knowledge

Experienced advisors and administrators, committed to continued professional development and the highest standards of advice and service

Accessibility

On-going advice, support and second opinion services

Financial Planning Services

Planning for Individuals

We can help you to learn how to make the best financial decisions you can
Achieve financial independence within your desired time frame
Ensure the financial decisions you make are part of ‘your whole plan’ rather than made in isolation

Planning for Business

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

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Contact Our Team

Contact Our Team

Our Products

Protection

Pensions & Retirement

Savings & Investments

Business Protection