Financial Advisor Agency Reaches 210 Happy Clients

A financial health check from the Plan Review financial advisors has reached more than 210 clients. There is a 100 percent satisfaction rating for the services.

Plan Review and Kevin O’Neill are pleased to announce that the financial advisor has helped more than 200 clients put their financial affairs in order. Whether clients are trying to fill a particular need, or simply want the peace-of-mind which comes from ensuring that finances are in top shape, the professional health check of finances by the expert financial advisors Ireland team will mark the path forward regardless of the age or financial starting point of the client. 

The independent financial advisor offers a personalised service that is tailored for the client. The company will research the market to find the appropriate solutions. The advice which is provided is impartial and unbiased. The professionals have numerous years of experience in every area of the financial markets. The clients’ needs are identified so that the decisions are based on complete information. Plan Review financial broker professionals show clients how much money is needed to continue with their lifestyle through the balance of the lifetime. The agency’s recommendations for the client’s financial affairs are as efficient and straightforward as possible. 

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The financial adviser can help clients save time and money. The personalised service focused on providing financial challenges faced by business owners, professionals, and senior executives. The company does the heavy lifting so that the client can get on with doing what they do best. The professionals offer a three-step process: they discuss and analyse what the client has; the review and implementation is the second step, followed by monitoring. 

Another area where the advisory team can help is setting up the pension. This is a crucial financial decision. The recommendations of Plan Review are to ensure that the pension is as tax efficient as possible and will meet the client’s needs in retirement. 

About the Company: 

Plan Review is a team of financial advisory experts that serve clients in Ireland. The major areas where the professionals can help include pensions, investments, and financial planning. The carefully researched recommendations are made with the most knowledgeable due diligence.

Media Contact
Company Name: Plan Review
Contact Person: Kevin O Neill
Email: Send Email
Address:13 Burgess Court
City: Kells
State: Co. Kilkenny
Country: Ireland