Personal Financial Review

Personal Financial Review

financial review

Our primary service is the Personal Financial Review. This is a One to One review of your major financial decisions. This often arises as a result of a meeting or presentation to your work team colleagues.

Our first contact with you is likely to be through a presentation or meeting with you and your colleagues in your workplace. This gives a brief overview of the main changes that are occurring and allows you to complete a registration card to request a Personal Financial Review.

Alternatively, we can meet to specifically review your Retirement Provisions (Superannuation & AVCs) or we can focus on Protecting you and your family’s lifestyle in the event of accident, illness or death.

IPS Financial Advice Limited is regulated by the Central Bank of Ireland.