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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.

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.

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Speak to one of our friendly and experienced staff members

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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

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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
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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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