Welcome to PPS Financial Planning in Cork

PPS Financial was established in 2013 and is now one of the leading financial planning and financial advice firms covering Cork. We are client focused and are and informed, and impartial advisory firm offering a broad range of financial solutions. Our services include Financial Planning, retirement planning, savings and investments, business protection, income protection, and much more. We offer financial advice to both private and public sectors. We are always there for all our customers and we help you to understand every part of your financial journey. Our goal is simple, timely, trusted, professional, and simple planning for your financial future. Our team will be there for you today and for a lifetime. We want to help you recognise and achieve your lifelong goals through our integrated financial planning approach. We believe in building strong and long-lasting relationships with our clients. We don’t just provide a product, we provide a solution that is tailored to your needs and that meets your budget requirements.

Our Financial Process

Your current financial situation

We need to gain an insight into your current financial situation. Together we will go through your current living costs, financial commitments, expenses, income, and all other relevant information. We want to understand what you want and what it is you want to achieve for your future.

Our recommendations

When we understand and know what position you are in, we will then suggest and recommend the best ways for you to achieve your financial goals and objectives. When all the information is gathered, we will then create a unique bespoke financial plan for you and your budget.

Implementation and review

We will get your financial plan implemented strategically and your finances will be reviewed on a regular basis.

Creating tailored and financial solutions is what we do best. All our staff are easily contactable and accessible, your needs are important to us. Queries are always dealt with quickly and you can speak to our experienced financial advisors whenever you need to.

We pride ourselves on providing a top-quality service that focuses on our client’s objectives and goals for their future. We aim to provide concise and clear advice to ensure your long-term goals are achieved.

Please get in touch with us via phone or email. We would love to hear from you!