Stephen has worked in the area of Pensions and Investments for over 30 years and over that time has always put the client first.
Sound financial planning takes time and effort on the part of the client and their advisor. I believe that an assessment of your current financial position with an initial focus on protection followed by an assessment of your goals and aspirations with respect to saving and retirement planning is worth spending some time on.
- What is important to you?
- What do you want to be able to afford to do in the future?
- How can we save for the future while living for today?
These are some of the most important questions to have answers to. I also believe that the more knowledge and trust you have in something the more likely it is you will believe in it and commit to it and the results are remarkable. I spend time therefore in explaining some of the important aspects of financial planning with the result that you get the most out of it. Shared goals are important and are most likely to lead to a successful relationship.
To find out how I can help you, please contact Stephen using the form below or call +353-87-221 1381.