Welcome to PPS Financial Planning in Clare
James has over 15 years of experience in the financial services industry. As an independent financial advisor, we offer bespoke financial solutions in Clare to both private and public sector workers. Our company aims to offer firm and clear advice in areas of financial planning, retirement planning, business protection, life cover, savings and investments, and much more. PPS takes the time to get to know our clients, understand their lifelong goals, and develop long term relationships. We promise to deliver a friendly, personal, and professional service that you can trust and rely on. With our wealth of knowledge and experience in financial planning, you can be rest assured you are in the best capable hands.
Our first commitment is quality service and advice. Our main goal is to help protect and grow your assets now and into the future. Let us help you on your financial journey today. </p?
Our financial core values
At PPS Financial, our dedication to excellence is underpinned by our core values:
James is a qualified financial advisor and an accredited product advisor with a degree in finance. We aim to offer our clients first-class advice and a professional service which will enable us to remain the market leading financial services providers.
We dedicate our time and commitment to each client individually to ensure the best financial plan and solutions are put in place which are tailored to suit your needs and financial goals.
With the right guidance and support, financial planning benefits include:
- Protection of your finances and well being
- Planning for your future
- Gives you peace of mind
- Protecting your loved ones and their future
- Saves you money and time
- Gives you control over your finances and a sense of direction
Creating financial solutions and tailored plans is at the heart of what we love and do. All our staff are easily accessible and contactable, your needs are important to us. Any queries are dealt with quickly and you can speak to our financial advisors whenever you need to.
We pride ourselves on providing a top-quality service which focuses on our client’s objectives and goals for their future. We aim to provide clear and concise advice to ensure your goals are achieved.
Please get in touch with us via phone or email. We would love to hear from you!