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Top 10 queries financial advisers encounter on a daily basis – part two

Top 10 queries financial advisers encounter on a daily basis – part two Welcome back to Part 2 of my series, where I provide information on the top ten most common queries myself and my colleagues encounter as busy financial advisers. Last week I covered Mortgages Protection, Life Assurance and Savings and Investments to name

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How do I ensure that I can retire at the age of 60?

Q It’s my 50th birthday soon and I’ve been working hard in various jobs for almost 35 years. I want to be in a position to retire by the time I’m 60. How can I make sure that can happen? A This answer is a long one. I’ll send you a list of the information

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Why getting financial advice now on mortgage rates is important!

Why getting financial advice now on mortgage rates is important!   Mortgage rates are shooting up and this has implications not only for day-to-day household budgets but it’s likely causing huge numbers of borrowers to struggle to pay their mortgages. This will not just affect those on tracker rates who, for the first time in

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5 Major Mistakes To Avoid Making In The Mortgage Marketplace

5 Major Mistakes To Avoid Making In The Mortgage Marketplace Your thinking, “Should I fix my mortgage now, switch to a new lender or stay on my current rate? I’m afraid of making a mistake and being stuck with a bad decision!” Well, the short answer is simple. Get advice from a financial broker. But

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All-Star Wexford Mortgages & Financial Planning Company 21/22

Business All-Star We’re delighted to have been announced as the All-Star Wexford Mortgages & Financial Planning Company 21/22 We’re also proud to receive Business the All-Star Accreditation for a third year in a row. We are very proud to have accomplished this outstanding achievement as it recognises the continued hard work and dedication of our

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Autumn 2020 Newsletter

Welcome to the latest edition of our newsletter. As a company, we recognise the importance of staying in touch with you, our clients, and we hope that this newsletter will provide you with information on issues and topics of importance to you and your business. In each issue you will find information on a variety

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Business All-Star Accreditation in Croke Park

The Register of Irish Business Excellence Thought Leader in Mortgages and Financial Planning We were awarded with the coveted Business All-Star Accreditation at Croke Park. It is an independently verified standard mark for businesses based on performance, trust and customer-centricity. #businessallstars @BizAllStars

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Who is going to fill their shoes?

Who is going to fill their shoes? Have you considered the impact the death of a key employee or business partner would have on your business? Business owners and their families throughout Ireland are facing this issue everyday. Some, however, are much better prepared than others. As a business owner, you protect your property, your

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