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Planning, Expecting or Raising a child

Planning, expecting or raising a child? You may not have a minute to spare – but finding one to read this will be worth your while… Becoming a parent Becoming a parent will naturally cause you to revaluate your priorities, and protecting your family will undoubtedly be top of this list. There are thousands of

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AVCs

Client asked me this question this morning, What are Additional voluntary contributions? (AVCs) AVCs are extra contributions you pay in addition to the normal pension contributions you or your employer make (if you are a member of an employer pension plan). AVCs help to increase the value of your pension fund or can be used

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Review your cover

What cover do you need? If your circumstances change, it is important to review your level of cover, the benefits you get and how much you are paying for them. Reasons why you might want to change your life insurance policies: You have experienced changes in your life. For example, if you have had children,

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Tax relief

I met a client this morning that was worried that tax relief on pensions is no longer available. The reason he called into me was to find out if this is true. There was plenty of speculation that the marginal rate of 41% would be reduced in the Budget but as things stand, individuals who

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Michelle Arklow Co. Wicklow

To all at Southeast Financial Services, I wish to thank you for all the help and advice you gave me in my time of need. I still cannot believe that I did not have to pay you for your services. I hope all goes well and that you continue to grow your business and help

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James Gorey

Hi Philip, Thanks very much for all your help in purchasing our house. You made it seem so effortless from the first meeting to getting the keys. You kept us informed and updated all the way through. I would have no hesitation in recommending you to my friend and family alike. Thanks again.   James

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Testamonial

Philip All your endeavours on my behalf are much appreciated and I will pass on your name to all my colleagues Geraldine Enniscorthy

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A Special Invitation for you

Here’s A Special Invitation For You These are particularly challenging times in our economy where everyone is looking for the best possible answers and solutions to their protection, investments and financial security requirements. So, here’s a solution that may be of interest to you. It’s an invitation for you to join us for a private

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Medical Cash Plan

Cash Benefits When You Need Medical Treatment Have you noticed these days how even the most routine dental, optical or medical treatments can end up costing you money? Whether it’s for prescription drugs, to see a specialist or you need to stay in hospital overnight – they can all incur personal expense and leave you

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