Life Planning, Dunshaughlin

Life Planning
Address:
Dunshaughlin, Dunshaughlin

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Opening Times

Closed now, Opens in 1 day

Opens in 1 day
Sunday Closed
Monday
09:30 - 17:00
Tuesday
09:30 - 17:00
Wednesday
09:30 - 17:00
Thursday
09:30 - 17:00
Friday
09:30 - 17:00
Saturday Closed

Out of Hours Appointments Available

Opening Times

Closed now, Opens in 1 day

Opens in 1 day
Sunday Closed
Monday
09:30 - 17:00
Tuesday
09:30 - 17:00
Wednesday
09:30 - 17:00
Thursday
09:30 - 17:00
Friday
09:30 - 17:00
Saturday Closed

Out of Hours Appointments Available

Reviews

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Description

Company description

Life Planning provides financial planning to individuals, families and business owners across Ireland.

Led by Certified Financial Planner™ Kelly-Anne Quinn, with almost 30 years' experience in financial services, we help clients make confident decisions about their pensions, retirement, investments and financial future.

Our advice starts with understanding your goals. Using cashflow modelling, we show how today's decisions can affect your future and help you build a practical financial plan that suits your life.

Whether you are changing jobs, approaching retirement, investing a lump sum, starting a pension or protecting your family, we explain your options in plain English so you can make informed decisions with confidence.

Kelly-Anne is a Board member of Financial Planners Ireland and has been featured in The Irish Times, Today FM and the Irish Examiner, sharing practical financial advice with a wider audience.

We are trusted by individuals, families and business owners throughout Ireland who want clear, independent advice without unnecessary jargon.

Book a free 30-minute introductory meeting to discuss:

• Whether you're on track for retirement

• Your pension options

• Investing a lump sum

• Protecting your family

• Whether financial planning is right for you

Visit our website to book an appointment online, read client resources and listen to the Ms Moneypennies podcast for practical financial tips.

Categories & Keywords

  • Finance Broker
  • Financial Planning
  • Financial Planners
  • Investment & Retirement Planning
  • Budgeting Advice
  • Sustainable Investments
  • Personalised Financial Solutions
  • Estate & Tax Planning
  • Sustainable Finance
Products & Services

  • Pension Planning
  • Personal Protection
  • Investing
  • Wealth Management
  • Pension Advice
  • Life Insurance
  • Income Protection
  • Savings and Investment
  • Sustainable Pension and Investment Funds
Organizations
Brokers Ireland, FPSB (Financial Planning Services Board), LIA (Life Insurance Association)
Available payment methods
  • Cash Cash
  • Visa Visa
  • MasterCard MasterCard
  • Invoice Invoice
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