The Finance Shop is Limerick based firm of Financial Advisors. As financial planning specialists, we offer a broad range of financial services to both individual and corporate clients.
The Finance Shop offers the very best in financial planning, savings and investments, income protection, life assurance, mortgage protection, and pension and retirement planning. Our objective is to help our clients achieve financial independence by offering impartial advice on the most suitable strategies and products to fit their specific circumstances.
What is Financial planning and why is it so important?
Simply put, financial planning allows individuals to reach their life goals through proper financial management. A proper financial plan is a system that allows an individual or a family to effectively save for the future.
A financial plan may also include low-risk investments that help to maximise your savings. A financial plan is important as it helps ensure financial stability and helps wealth appreciate over time.
Do I need a financial planner?
Yes, our Financial Planning Limerick experts work closely with our clients to create a financial plan that is achievable, realistic and is as tax efficient as possible. We’ll access your finances, identify what you want to save for i.e. property, child’s education, higher standard of living, etc. We will then create a fully customised financial plan that's designed around your wants, requirements and income.
When should I start planning for my retirement?
You should start planning for your retirement as early as possible. Our Retirement Planning Limerick services advice on modern private pensions, and give information on what your monthly contributions should be. It's never too early to begin planning your pension, so please feel free to schedule a consultation with our Limerick team of retirement planning experts.