Savings & Investments – we offer our clients an impressive range of investment vehicles.

FINANCIAL PLANNING 

We all know the importance of planning ones finances, of protecting your family or investing and planning for the future, to purchasing a property.

We talk to and gather information from clients to establish their current financial position. It is essential to have as much information as possible to establish a client's goals, hopes and plans going into the future.

With an understanding of the goals a client has in place, we can create a picture to draw up an initial plan. This will help identify any current shortfalls to their current financial plans and provide suggested remedies.

We would need an hour of your time to fully go through your current financial plan and we would ask you to bring the following to an appointment.

• Any information on current savings and investments
• Any information on existing life cover and pensions
• Details of current income and mortgage

If you would like to arrange an appointment please contact us at info@markeyfinancial.ie