PPS Financial Planning
Call: 061 484425
info@ppsfinancial.ie
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Financial Planning

Financial Planning

A good financial plan incorporates a wide variety of areas:

  • Budgeting and Tax Efficiency
  • Protecting you and your family against premature death or ill health
  • Saving and Investing for you and your family’s future
  • Planning for a comfortable retirement
  • Inheritance Planning

We undertake a Financial Review to identify where we can give you advice to improve your Financial Plan in all of these areas. As part of your Financial Plan we generate a Cash Flow Projection to show you where you and your family would stand financially if and when your circumstances change with certain life events such as ill-health, bereavement, paying for your children’s education and  retirement to mention a few. As part of our review, we would also review your current policies to see if your levels of risk are appropriate, protecting you appropriately and offering good value for money.

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Services

  • Financial Planning
  • Savings and Investments
  • Retirement Planning
  • Business Protection
  • Income Protection
  • Life Cover
  • Serious Illness Cover

Fully Regulated

Public and Private Sector Financial Planning t/a PPS Financial Planning is regulated by the Central Bank of Ireland.
Registered in Ireland No: 530798

PPS Financial Planning is a trusted financial advisor who builds client relationships that last.

Unit 4C Courtfield Shopping Centre,
Raheen, Co. Limerick, V94 XW88
061 484425
info@ppsfinancial.ie
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