Financial matters change on a constant basis. It is imperative therefore that you receive a financial advisory review regularly.
We conduct an independent review of all aspects of your finances from:
- personl financial circumstances;
- investments;
- pension funding;
- life cover analysis;
- repayment structuring; and
- cash flow analysis.
You will then have a clear picture of where you are with your finances at a particular time. The recommendations from our financial advice review will help you to address matters that need to be corrected. You can obviously either implement the recommendations yourself or, alternatively, separately engage us to assist you in that process.
A review of your financial matters should be, at a minimum, an annual occurrence. Once you have completed one review however, the others are, or should be, more straightforward.
“But when people talk about cash being king, it’s not king if it just sits there and never does anything. There are times when cash buys more than other times, and this is one of the times when it buys a fair amount more. So we use it.” “…you want to be greedy when others are fearful. You want to be fearful when others are greedy. It’s that simple”
Warren Buffet, October 2008
Grant Thornton Financial Counselling Limited is the Financial Planning arm of the Grant Thornton practice in Ireland and has offices in Dublin and in Limerick.
Grant Thornton Financial Counselling Limited is regulated by The Central Bank of Ireland. Registered office: 24-26 City Quay, Dublin 2. Company registration no. 102489.
Grant Thornton is authorised by The Institute of Chartered Accountants in Ireland to conduct investment business under the Investment Intermediaries Act 1995.