For us to understand your current circumstances, your hopes and goals for the future, so that we can be better placed to help you, please complete and submit online the Confidential Financial Planning Questionnaire opposite.
While this form is not exhaustive, it will help us assess what areas of financial planning are of most interest to you. Bear in mind that the quality of the advice that we can give you is directly proportional to the information you give us.
Why not email us at ikennedy@obi.ie for further details.
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