Richard, Accountant, Navan

Accountant – with No Plan

I am a self-employed accountant, paying a lot of income tax, and had no plan for my future. I have just become a father and had no idea how I would protect my income.

Brendan from Financial Planner organised a very comprehensive financial plan for me which would allow me to project what income I would need,assets that would be achievable, and how to reduce my tax.

As a new father, he was able to protect my income through an income protection plan payable with my firm. I have great trust and faith in him.

Paul, Dublin Businessman

Planning Retirement

I am a businessperson in Dublin and am about to retire in the next few months. I have a number of pensions, cash in my business, and will have a state pension in 2 years, time but I wanted to retire comfortably.

My main concern was a drop in my income as I have a reasonable amount of income per month, and I want to maintain a good standard of living. I was referred to Brendan of Financial Planner who specialises in retirement planning. He mapped out a plan that allowed me to draw down my tax-free lumps from my pensions, invest it to generate further income, and also draw down income from my pensions on an annual basis.

He also showed me ways of producing income that meant I did not forgo much of my monthly income, as I was retiring from well-paid employment. He uses easy-to-follow spreadsheets to calculate what is best for you and it is very reassuring.

He has the ability to think through your financial planning and income needs, much greater than anybody else I have expereinced.

John & Deirdre, Cork

Interesting Pension Solution

We’ve had many years of experience with Brendan, and he manages a lot of our funds. He has a different approach to other financial advisors and is keenly competitive in his charging structure. One of the best services is his comprehensive financial planning report which sets out what you need to look at for many years to come.  I am in PAYE employment earning good money, however, my wife is self-employed and because of Covid her income was down drastically down on last year and yet she had a sizeable tax bill. We engaged Brendan and with his insight into her business he was able to reduce her tax bill by over €9,000 whilst her pension went up by a large amount also. We found this fantastic. We would strongly recommend his advice and services.