Life Assurance, Pensions, Investments & Savings
What we offer:
We offer our existing and new clients a free review of all their Life Assurance, Pensions and Investment plans to ensure that they are receiving good value for their money and to ensure that their policies are appropriate to their needs.As we have access to all of the insurance providers in the marketplace, our Qualified Financial Advisors (QFAs) are in the best position to give independent professional advice to both individual and corporate clients.
The types of plans we advise on:
Life Cover, Serious Illness Cover, Mortgage Protection, Income Replacement Plans
Personal Pensions, Company Pensions, PRSAs, Buy Out Bonds, Approved Retirement Funds and Annuities.
Capital Guaranteed Lump Sum Investments and Regular Savings Plans.
Who is it for?
We provide advice to individuals, whether employed or self-employed, and limited companies
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KBC Bank Deposits
We now hold an agency with KBC bank for placing deposits and will be happy to assist you with the set up of new savings accounts with the bank for both personal and corporate customers.