The Premier Financial Plan gives you clarity on where you are financially Today and what Plan you need to put in place to meet your goals for the Future

 
Click here to Purchase your Premier Financial Plan
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Common Financial Concerns

  • How can I get on top of my Personal Finances?
  • I don't know how to manage my money
  • How will get on top of my debts?
  • What would happen if my income disappeared tomorrow because I was ill
  • Would my family be survive financially if I passed away?
  • I don't understand investments, it all seems complicated
  • I want to have money saved to educate my Children
  • I don't understand the taxes I pay and how I can reduce them
  • Will I have enough money saved to retire some day?
  • I want to consider giving my family gifts but I am not sure what is the right way to do it

 

 

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How your Premier Financial Plan helps

  • Your Premier Financial Plan reviews all your needs in the following areas:
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    • Life Cover
    • Income Protection
    • Illness Cover
    • Education Planning
    • Savings and Investments
    • Tax Reliefs
    • Retirement Planning
    • Estate Planning
  • The plan will help you prioritise what financial concern needs to be addressed first
  • The "Know your Money" online course helps you get to a handle on your personal finances
  • The plan is designed to give you clarity and peace of mind
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Click here to Purchase your Premier Financial Plan
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How do you get started?

Click here to Purchase your Premier Financial Plan

How do You get Started?

    • Step 1 - You purchase your Financial Plan for €350
    • Step 2 - You will get an Online Factfind through our Portal
    • Step 3 - You complete your Factfind and send it back to us through our Online Portal
    • Step 4 - We will immediately work on it and aim to have your Financial Plan ready in 14 days
    • Step 5 - We then arrange your Financial Planning meeting with one of our Financial Planning Advisors
    • Step 6 - The Financial Planning meeting can be Face to Face or by Video Link
    • Step 7 - After the meeting you will be presented with your Premier Financial Plan to get you started on your plan
    • Step 8 - We are always here to help you implement your plan
     
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Basic

  • A Comprehensive Financial Plan
  • A meeting with one of our Financial Planning Advisors 
  • Access to our  Online "Know your Money" course
  • Clarity of what's needed to reach your personal financial goals
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Click here to Purchase your Premier Financial Plan
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Let's go - Purchase your Premier Financial Plan

 

Click here to Purchase your Premier Financial Plan

What our clients say about Premier Financial Plan 

 
 
 
 

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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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