As a professional, you are busy working to accumulate your wealth. However, it is hard to do so at the higher rate of tax and although you are aware of this, you may not know the full extent of the tax reliefs that are available to you. A financial plan would establish where you are now and what you want to achieve. We can save you money on:
- Life and Serious Illness Cover
- Income Protection
- Advise you on the best pension package for your staff
- Inheritance Planning
- Retirement Planning
Our assistance allows you to get on with your business and we provide clarity with a well defined financial path for you. Of course, this is monitored, and amendments are made as your situation changes.
Client Testimonial: Predictive Advantage
We have been extremely well advised by Qifa Financial Planners for the past several years. Sean’s level of knowledge and expertise in the area of financial planning and management is very impressive. Most importantly, Sean is a very personable individual and a real pleasure to know and work with.
Paul O’Leary, Director,
Predictive Advantage Ireland. December 2017.
Margaux Pensier QFA, BA
Margaux Pensier can help you with a financial plan, she would establish where you are now and what you want to achieve.
Make An Inquiry
Please complete the short form below and Margaux Pensier will contact you as soon as possible.