Financial Planning.
Our Flagship Financial Planning Service
‘Design Your Future’.
Traditional financial planning services are incredibly valuable but can be expensive, putting them out of reach of most of us.
We believe that everyone deserves financial security and the ability to build wealth.
‘Sure Circle’ offers many of the benefits of traditional financial plans but at a fraction of the cost.
You don’t get all the ‘bells and whistles’ but by stripping it down to the essentials, it’s 92% cheaper than our flagship ‘Design Your Future’ plan.
Getting Started With Financial Planning
‘Sure Circle’: Financial Planning without the hefty price tag.
Traditional financial planning services are incredibly valuable but can be expensive, putting them out of reach of most of us.
We believe that everyone deserves financial security and the ability to build wealth.
‘Sure Circle’ offers many of the benefits of traditional financial plans but at a fraction of the cost.
You don’t get all the ‘bells and whistles’ but by stripping it down to the essentials, it’s 92% cheaper than our flagship ‘Design Your Future’ plan.
Our Flagship Financial Planning Service
Financial Planning for Business Owners.
Whether you want to start your very first pension or you have moved jobs or become self employed and are no longer a member of a pension scheme, we can help.
Start your first pension
Start a new pension & transfer in your old work pension(s).
Choosing the right retirement options
Pension Consultation
Getting financial advice from Qualified Professionals in the lead up to your retirement is essential.
Can you increase your tax free lump sum with last minute strategies?
Is your current pension provider the right provider for you post retirement? It’s important to compare the market to see if there’s a better provider for you in retirement.
Making the wrong decisions in the lead up to your retirement could negatively effect your retirement income and your tax free lump sum.
Business Owners: Workforce Pensions
Life Insurance & Protection Planning
If you own or manage a business, we have a range of pension schemes for your staff from the financial brands you trust such as Irish Life, New Ireland, Zurich, Standard Life & Aviva.
Start a company pension scheme
Review your existing company pension scheme. Fix compliance issues and reduce pension scheme fees.
Redundancy Financial Planning
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Start A New Pension
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Approaching Retirement
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Company Pension Schemes
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