Financial Planning
FINANCIAL PLANNING
At Amicis, we will help you to develop strategies, which will help you manage your financial affairs to meet life goals. Ensuring you have an Amicis Financial Plan, will ensure you have clarity of your future.
testImonials
” I have been a client of Ian’s for many years, he has provided sound advice, has listened carefully to my requirements and concerns, and has ensured investments meet my needs. He is easy to work with and follows up quickly on requests. He provides a range of options and provides recommendations but leaves the final decision to his clients. “
” I have been working with Ian, with regards my Pension/Investment planning since 2013. He has been most professional and efficient in all of our dealings. I have been very impressed with his knowledge and expertise in all areas of Financial planning and his ability to build a strong working relationship. “
financial planning CASE STUDY
A couple came to me requesting specific advice on their pensions but also wanted to discuss other areas of financial planning. They both wanted to retire at age 60, but weren’t sure if this was realistic. They both had 9 years to age 60 and wanted to be sure that they had a specific plan in place around retiring at this point. We worked with them and developed the financial plan, to ensure the following:
- They had the correct funding plan in place under their Pension Schemes
- They had educational plans in place for their kids going to University
- They understood what income they needed at retirement and that this would be sufficient to maintain their standard of living
They are now confident in knowing that they can retire at age 60, with their personalised financial plan in place.
CONTACT US TODAY
This is an opportunity to chat through your financial goals. I’m happy to listen and make some suggestions.
If you like what you see and want to know more about what we can do for you, please contact me using the form here or by emailing info@amicis.ie.