When providing Financial Advice to our corporate and personal clients, our objective is to help our clients achieve financial independence by providing effective and efficient advice at a cost that is understood.

As independent brokers we adopt a “needs based” approach to financial services. When we meet a new client we complete a detailed Financial Review. This gives us a picture of our client’s current financial position, their financial objectives and current plans in place to meet these objectives.

Following the Financial Review we will prepare a "client report" outlining our recommendations and provide indicative costings where appropriate. When it comes to recommending products, we ensure that you will be offered the most suitable and competitively priced products to fit your circumstances from the agencies we hold.

We will provide a "Reasons Why" document to explain in a clear and concise terms why any course of action or product is recommended. This provides a jargon free reference for our clients into the future.

Our staff has considerable experience across the entire financial services arena having previously worked for high profile and well established firms in both Ireland and the UK.

Financial Planning

The Finance Shop Ltd. is regulated by the Central Bank of Ireland as a Multi-Agency Intermediary and as a Mortgage Intermediary.
Website RedlineCreative.ie