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 firstname.lastname@example.org for further details.
Brokers Ireland Newsletter – 27 August 2021
The benefits of using a financial adviser. Brokers Ireland recently published the latest research showing how much better off financially and mentally consumers are for using a financial adviser such as OBI. Remarkably, the [...]
Choose a fund to beat the odds
The range of funds on the market can be baffling to new investors. Here’s what you need to know. Savers moving from deposits into funds face a bewildering array of options in the ever [...]
I want to invest to put my children through college
Ivan Kennedy (49) from Limerick set up a couple of investment funds a few years ago in order to pay for third-level fees and costs for his two young children, Michelle and Richard. “Whether [...]