Who can benefit from our Financial Planning service?
We offer our services to people from all walks of life. Our expertise will appeal to people who are interested in taking control of their financial future, by developing a long-term business relationship with Qifa Financial Planners in partnership with their accountants.
By partnering with Qifa Financial Planners you will be protecting your client from other Financial Advisors/Accountants. You can be assured of a holistic approach to financial planning for your clients from our award-winning Financial Planning Firm.
Contact Seán Lynch on 087 9397000 in the strictest confidence to discuss how our tried & tested partnership can work for you and your clients.
Qifa Life Path
The Qifa Life Path experience takes a holistic approach of your goals and objectives. Financial planning analyses your current situation and provides meaningful strategies to help you achieve your stated goals and live your life to the maximum. A clear plan of action is agreed upon. We stress test the plan with a series of “what ifs”. We monitor and review the plan. After all, life is not a rehearsal.
Our clients are delighted with the clarity and direction that the Qifa Life Path provides. A set of actions are agreed and with the support of the team at Qifa Financial Planners are acted upon. The Qifa Life Path adds real value to the financial advisory process.Download Qifa Life Path Brochure
Sean Lynch is the Financial Planning expert at Qifa Financial Planners and has 30 years’ experience in financial services.
Make An Inquiry
Please complete the short form below and our Financial Planning expert, Sean Lynch will contact you as soon as possible.
We welcome the opportunity to discuss with you how a partnership approach can be mutually beneficial to everyone involved. Please ring Sean Lynch in the strictest confidence in the first instance on 087 9397000 or email firstname.lastname@example.org