Effective Financial Guidance For Busy People - Contact us directly on 087 2346260
There are two distinct aspects to what we do:
Discovery
Typically we meet with a prospective client to discuss (i) their overall financial situation, or alternatively (ii) some financial issue which this person considers important. Upon reflection we will recommend a course of action as well as an ongoing review process, where appropriate.
And Product Placement
The second aspect is where a financial product, such as life assurance or a pension, is required. We will investigate the market for the client to ensure that they ultimately place this product with the most appropriate institution for them. This can be based upon price, flexibility, range of investment options or whatever is most important to this individual.
Our Aim Is
That our clients will have at least sufficient funds to avoid financial strain (i) both now and in retirement and (ii) in their business and personal lives. And that they will have a "Plan B" in place if things go wrong.
We Advise Upon Prudent Financial Planning
| For The Family | For the Business |
| Life Cover | Keyman Insurance |
| Mortgage Protection | Co-Directors' Insurance |
| Income Protection | Partners' Insurance |
| Serious Illness Cover | Pensions and Tax |
| Pension Plans | Retirement Options |
| Investments | Corporate Investments |
| Savings | |
| Inheritance Tax Planning |
For further information contact sean@alchemy.ie
Sean O'Neill Financial Limited trading as Alchemy Financial is regulated by the Central Bank of Ireland.