A Financial Plan enables you to understand where you are financially today and builds a clear plan for your future
It can be overwhelming to understand your finances but by understanding every aspect of your financial situation you can begin to plan your future much more effectively.
A lot of our clients have similar financial concerns such as:
- How do I get on top of my finances?
- What would happen if I died or was not able to work?
- I don't understand investments
- How financially secure am I?
- Will I have enough money to retire someday?
- How much should I save to send my children to college?
Our financial plan can explain all these concerns and any other financial ones you may have.
How does a financial plan work?
We aim to make the process as straight forward as possible so we've broke it down into 7 simple steps:
- You purchase a Financial Plan
- You get an online fact find through our portal
You complete your fact find and send it back to us through our online portal
We will immediately work on it and aim to have your Financial Plan ready in 14 days
We then arrange your Financial Planning meeting with one of our Financial Planning Advisors
- The Financial Planning meeting can be Face to Face or by Video Link
- After the meeting you will be presented with your Premier Financial Plan to get you started with your plan
We don't try to sell you anything once your plan is complete, the advice you receive is completely impartial.Buy Your Financial Plan
We are part of Nationwide group of Pension Experts who are passionate about Pensions
Beechgrove House . Strand Street . Tralee . Co. Kerry . V92 FH0K
PCS Financial Services (Kerry) Ltd. T/A Premier Financial, Premier Life, Employee Pension Advisors and Employee Pension Education are regulated by the Central Bank of Ireland.