Financial Planning and Advice | Integral Financial Planning

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These are the services we offer

75%

Those who consulted financial advisors had 75% more in their pensions than those who did not

100%

Our Services

Pensions

We can advise on all types of pensions. This can be to review existing policies (Personal Pensions/PRSA's/Occupational Pensions/Retirement Bonds) as individuals can end up with a number of pensions from different stages of life and different employments. We can help you locate, amalgamate and project forward to see what your pensions are worth in retirement.

We can also advise on the level of contribution and type of pension that you need if you are interested in starting a pension.

Life and Illness Cover

We can advise on Life Insurance and Specified Illness Insurance. This can be to review existing policies as the suitability of Life & Illness Cover can change over time depending on levels of debt, dependents among other variables.

We can also advise on the level and type of cover that you need for Life Insurance or Specified Illness Cover.

Income Protection

We can advise on Income Protection Cover (also known as Permanent Health Insurance). This can be to review existing policies as suitability of cover can change over time depending on levels of debt, dependents etc

We can also advise on the level and type of cover that you need if you need Income Protection.

Savings and Investments

We can advise on all types of savings and investments. This can be to review accounts as individuals can end up with a number of accounts and policies. We can help you locate, amalgamate and project forward to see what your savings and investments will be worth in the future to help you plan to achieve your goals such as buying a house, general saving or children's education.

We can also advise on the level of contribution and type of investment that you need if you are interested in starting a savings plan for a specific purpose.

Those who consulted financial advisors had nearly double in savings than those who did not

I have been a client of Hugh's since 2016. I met Hugh at a Dublin Chamber of Commerce event and over a coffee we struck up a conversation. He gave me some sage advice that morning and a couple of weeks later I called him up and we met again for coffee and he has been taking care of me and my family ever since. What I love about Hugh is that he takes the time to meet and discuss all options available to me, he checks in with me regularly and always takes my calls. He is a pleasure to deal with and above all else he has a wealth of knowledge and experience. With Hugh you are in safe hands. B Dervan, Manager, AWS, July 2020