Call today 041 988 8043 Email
client login

Podcast152: What is Financial Planning, Really??

informed decisions blog

Podcast152: What is Financial Planning, Really??

16th September 2019

Paddy Delaney


When it comes to Financial Planning in Ireland it is fair to say that it is a pretty new service to many. It seems many of us are aware of the role of traditional Brokers and Insurance Agents, but perhaps not the same level of awareness or understanding of Financial Planning. In this short piece I hope to convey what Financial Planning is and how it can potentially be of significant value to people.

Paddy Delaney

next steps

Work With Us

If you would like to get in touch to learn how we can help, please complete the form below and we will be in touch in confidence shortly.

While we would love to help everyone we offer our service to individuals and business owners who have accumulated €300,000+ of investment and pension assets, and who are aiming to retire within 10 years.

The details collected in this form will be used so that we can contact you in relation to your query either by telephone or email. You can read our privacy policy here.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.