Brendan James Financial Serivces provides independant advice on all aspects of retirement planning needs, from PRSAs to ARFs. We tailor our advice to each client individually to help our clients maximise their benefits at and during retirement.
Many people do not devote enough time to this critical area of financial planning and we aim to make the process as transparent and user friendly as possible.
Retirement planning is a dynamic process that changes in response to government legislation and personal circumstance and we endeavor to guide our clients through the retirement planning process.
Life Assurance is a critical component of financial advice.It protects the financial security of the family or a business when the unthinkable happens.
How would your family's financial security be impacted should one spouse suddenly die? There are affordable solutions available to protect your spouse and your dependents in the event of your death.
For business owners, how would your business survive the loss of a key director or manager? Protect your business and its financial security now!
What is your most important asset - Your home?, Your Car?
Neither, it is in fact your ability to earn an income! Without an income you would not have a home, a car or any of the other necessities of life.
Imagine been unable, through ill health, to no longer be able to earn an income, and the impact that would have on your way of life.
If you are self employed you would not even be entitled to illness benefit from social welfare.
Ensure your most valuable asset is protected today!
Investment Advice is a key area of financial planning. Money is constantly been devalued through inflation, the average house price in 1970 was £500, today it is in excess of €250,000!
Money left in a current account or on deposit can not keep pace in general with inflation and therefore making wise long term investment decisions is extremely important.
We provide advice tailored to our individual clients needs and ensure through regular financial reviews that our clients money is managed efficiently and effectively.
A home is the basis of family life and one of the most important financial decisions you will ever make. We provide impartial advice on the various packages offered by lenders in the irish marketplace.
We will guide you through the entire process and ensure that you have a single point of contact for all your mortgage needs.
Through our broker organisation, PIBA Network Services Ltd, we can place mortgages with all of the main lenders operating in Ireland.
Se?n Mac Sh?amais T/A Brendan James Financial Services is regulated by the Central Bank of Ireland