FINANCIAL PLANNING
Financial Planning is the process of identifying and creating goals that you would like to achieve in your lifetime. Your financial plan may include owning a luxury home or business, or perhaps paying for your child’s third level education. Sometimes deciding what to prepare for can be overwhelming, this is why you should make financial planning a priority and speak to Blueprint Financial Planning.
WEALTH MANAGEMENT
Wealth Management is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth individuals and families.. Your goals reflect you, so should your investment portfolio. With our wealth management service we undertake a full review of your present investments
PENSION PLANNING
Pension planning is one of the cornerstones of a person’s financial plan. Pensions are also quite complex and require expert and informed advice. We advise on all pension arrangements including:
• Self-Administered Pensions
• Executive Pension Plans
• Personal Pensions
• Personal Retirement Savings Accounts
• Approved Retirement Funds
• Annuities
PROTECTION ADVICE
We provide comprehensive protection needs based analysis and advice on all areas of protection planning:
• Life Assurance
• Mortgage Protection
• Specified Illness Cover
• Income Protection
• Pension Term Assurance
• Cancer Cover
WARREN BUFFET
The worlds most successful investor on income, investing and saving: