As a Financial Services Firm, West Wicklow Financial Services DAC takes great pride in the fact that so much of our business is generated from personal recommendations.
Our approach to your finances is to firstly ensure we get a full understanding of your current financial situation. Only then do we agree the financial targets which you would realistically like to achieve over time.
We put together a Plan to help you achieve your financial targets and walk through these options together with you to ensure the right decisions are made to secure your financial well-being in the future.
If you need financial advice on any of the following areas we are available to help:-
- Pension Advice – both on setting up a new Pension Plan and also advising on Post Retirement to help you get the most out of your Pension Fund.
- Mortgages – Planning for your mortgage application, advising on rates available from various Lending Institutions, assembling your mortgage application and submitting same to the various banks. Complete follow up service on property valuation, stage payments, liaising with engineer for certificates, liaising with solicitor on cheque payments etc.
- Savings and Deposit Plans. Advice on rates available from KBC Bank Ireland Plc and EBS.
- Lump Sum Investment Advice – range of investment opportunities available – some with underlying guarantees.
- Life Cover, Serious Illness Cover, Income Protection Cover, Key Man Insurance etc. Advice available on all of the above important insurance matters.
For a Free Initial Consultation – Please fill in our Contact Form below and we’ll be in touch to agree a suitable time in your diary to meet – or
Alternatively just give us a call on (059) 6482233.