financial review

  • Free Financial Review

    We offer all our clients FREE one-to-one financial consultations with our highly qualified team of financial advisors.

    We pride ourselves on the consultative approach we adopt with all of our clients recommending financial products or changes to financial products only where required. We believe it is this honest, consultative approach to our business that sets us apart from the competition.

    A financial review is a very useful exercise in assessing your financial needs. The outcome of the financial review should be a plan or list of actions to be taken to ensure the identified needs are addressed. Our financial reviews are normally carried out in our office but can also be carried out in the comfort of your own home, workplace or convenient meeting place and normally taking about an hour of your time.A financial review is a very useful exercise in assessing your financial needs.

    Our free financial reviews look at all your existing Insurance Policies to see if we can lower any of your monthly costs without losing any of your benefits. A small monthly saving over the term of your policy can be a substantial saving.

    To arrange a free financial review feel free to contact us on 1890 929 193 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

     

     

  • The Cornerstones of Financial Planning

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    Clearly defining your financial goals may help you live the life you desire. Your goals may include funding your child’s college education, launching a second career, purchasing a vacation retreat or retiring in comfort.

  • What is Financial Planning?

    Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or a protection policy.

Latest From Our Blog

  • Buy Out Bonds Explained

    Who qualifies?

    A Buy Out Bond is a pension bond into which you can transfer your fund if you leave your company pension scheme.

What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

Our Company

We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages, life assurance and group schemes.

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