A Financial Plan enables you to understand where you are financially today and builds a clear plan for your future

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Financial Planning

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.

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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:

  1. You purchase a Financial Plan
  2. You get an online fact find through our portal
  3. You complete your fact find and send it back to us through our online portal

  4. We will immediately work on it and aim to have your Financial Plan ready in 14 days

  5. We then arrange your Financial Planning meeting with one of our Financial Planning Advisors

  6. The Financial Planning meeting can be Face to Face or by Video Link 
  7. 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

Click the video below to learn more about our Financial Planning 

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Meet the team

We explain your future in a way you can easily understand

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We are part of Nationwide group of Pension Experts who are passionate about Pensions

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About . Blog . Our Team . PremierOne .

066 718 5723 . [email protected]

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.

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