Now that you have settled into retirement, you will start to understand your new financial situation better. It is important to regularly review your plans to ensure your money is working right for you.
As part of our post-retirement service to you, we would like to now offer you Financial Review with your Advisor.
To book your Review , enter your details below and we will be in touch to arrange a date and time that suits.
Book your consultation below
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Agenda for your Review:
- Review your current income and investments in line with your outgoings
- Advise you on how to manage your pension lump sum
- Help you make a plan for any inheritance tax liabilities which may occur
- Guidance on Estate Planning
Alternatively, you can contact us by phone or email as below. We look forward to hearing from you.
Phone:
01 829 8500
Email:
Info@ipf.ie