Financial Advisor

No matter what stage of life you’re in, it can be difficult to know exactly what to do with your hard-earned money. Making these decisions can be very overwhelming as there are so many options out there

Getting the help of a financial advisor means that you can rest easy knowing your finances are taken care of. At Plan Review, our goal is to make sure your finances are working hard for you. We can help you make the best decisions for your situation and ensure that your money is working for you so that you can get the most out of it.

What is a Financial Advisor?

A financial advisor is a trained professional who offers financial advice or guidance to customers. However, their services aren’t limited to just offering financial advice. Most, if not all, advisors offer additional services such as investment and savings management, pension advice, and more.

At Plan Review, we are experienced financial advisors who are licenced and registered. We understand that you’re trusting us to improve your financial well-being. We pride ourselves on having extensive expertise to help you make the right decisions for your needs and goals.

What Do They Do?

The financial services that a financial advisor offers will vary from company to company and from advisor to advisor.

At Plan Review, we focus on Financial Coaching, Pension Advice, Investment and Savings, and Family Protection. Our key goals are to make sure that you can enjoy financial freedom, peace of mind, and confidence and security when it comes to your finances.

Our financial advisors can provide you with expert financial advice and guidance with regards to financial planning, choosing a savings plan, or figuring out which insurances would work best with your financial situation.

We can also conduct a financial health check in order to figure out your financial position before we begin making recommendations. This helps us understand your financial situation so that we can recommend the best plan for your needs.

At Plan Review, we make sure we provide the best financial services possible. Each client is unique and we take time and care with each and every one to ensure they are receiving the best advice possible. With a competent and experienced financial advisor at your side, you can trust that your best interests are being looked after.

We strive to help you achieve your financial goals, whether that be building your wealth, achieving financial independence, or investing in the future of your family.

The Role Of Our Financial Advisors

The first, and probably most important role advisors play in your life is that of a financial planning partner. We’re here to help you come up with a strategic plan that will help you achieve your financial goals.

Let’s say you want to retire in the next 30 years or build up a university fund for your child. Both of these goals are quite lofty and will take years to achieve. In cases like this, you would benefit from the aid and advice of an expert advisor to help you turn these goals into reality.

When working with lofty, long-term goals, it is important to make sure you choose the right financial advisor for you. After all, you’ll be working closely with this person for years to come. They should become a trusted ally to you and your family.

At Plan Review, we recommend that you start by building a realistic plan to help reach your goals and working with you setting the plan in motion. Then, we monitor it over time to make sure it’s staying on track to achieve your goals.

We’re also here to help you understand your plan and all the financial information. Most people aren’t that well versed on how to properly work with our cash or how to plan their finances effectively. That’s why we’re here to help, walking you through each aspect of your plan. This way, you always know exactly what your money is doing.

When Should You Talk to a Financial Advisor?

So, you’ve been thinking of employing the services of a financial advisor but aren’t sure if you need one?

Well, there’s no hard or fast answer to when you should talk with an advisor because each person and each financial situation is different. However, there are a few general signs that you may need the help of an advisor:

1. Your savings aren’t invested and you have no idea how to invest

If you’re struggling to build up an emergency savings plan or have thought of investment but have no idea how or where to start, it would be a good idea to enlist our professional advisor services.

Not only will we be able to point you in the right direction and offer professional financial advice. We’ll also be able to act as a financial broker if you’re uneasy about managing your own investment portfolio.

2. You struggle to achieve your financial goals

Setting and sticking to long-term financial goals isn’t easy, especially if you’re unsure about your financial situation. We can help you evaluate your financial situation and point you in the direction of viable investments that could help you achieve those goals.

This way, you can make your money work for you in the most effective way possible. You can feel confident and secure that your finances are in good health and are progressing toward your goals.

Protection & Risk Review – ensure the level of cover you have is appropriate to your needs, cost effective and tax efficient.

Retirement Planning – we will show you what your pension(s) are worth now and in the future. If you have several different plans we can help you manage these.

Investment & Savings Planning – we offer a value based service, aiming to raise returns whilst managing risk.

At Plan Review, your first consultation is free! So, don’t hesitate to get in touch and we’ll help advise you on your next best steps.

How Our Independent Financial Advisors Can Help You

If you’re thinking of enlisting the help of our financial advisor services, here are a few ways Plan Review can help you:

Financial Coaching

If you find yourself in need of some financial guidance, advice on how to kick start your financial goal, or if you simply want peace of mind concerning your financial well-being, a consultation with a financial advisors is just what you need.

Our financial planning allows you to understand your financial situation and helps you achieve your goals.

Investment and Savings

Life is hard enough as it is without having to worry about money. Let our expert advisors help you forgo this worry by offering you excellent investment and savings advice. There are a plethora of options available.

Our financial advisors will offer you strategic investment planning advice by analysing potential investment opportunities and ensure that they’ll meet both your needs and your pocket.

Family Protection

We all want what’s best for our families and while we cannot predict the future, we can prepare for it. Our advisors are well-versed in providing assistance when it comes to protecting the financial future of your family.

Our services include an analysis of pre-existing protection policies and ensuring that the financial products you have are appropriate and cost-effective.

Pension Advice

If there is one thing that’s certain in life is that everyone should plan for their retirement. Ageing is an inevitable part of life and preparing for your retirement is not something you should put off.

Our financial advisors are well equipped to help you choose a cost-effective, risk-assessed retirement plan or assess the plans and policies already in place. With the help of an advisor, you can build a retirement plan that suits your lifestyle.

Get All The Financial Advice You Need With Plan Review

Having a financial advisor in your corner can mean the difference between dreaming about your financial goals and actually achieving them.

Plan Review is a multi-faceted financial planning service that can and will provide for your every financial need. We offer a wide variety of financial services through which our experienced advisors will cater to your needs, wants, and financial situation.

Plan Review offers more than just financial evaluation and financial advice. Our financial advisors conduct detailed consultations with you so that they can truly understand your financial situation and come up with plans that perfectly suit your needs.

If you’re looking for a professional, trusted, and regulated financial advisor, look no further than Plan Review. Get in touch with us today to start making smart choices and secure your financial future!

International and Irish studies have shown how consumers with long term financial advisors have substantially greater wealth.