When you meet with one of our Consultants our overriding focus will be to find out what your financial priorities and concerns are. We also carry out a price check to examine whether you may be paying too much for existing policies. Specifically we will be asking:

• ​​​'What are your plans for retirement?'
• 'Will you will have sufficient funds to meet those plans?'
• 'What arrangements do you have in place to protect you and your family in the event you must retire early due to ill health or if you or your spouse pass away before your retirement date?'
• 'What policies do you already have in place and are they appropriately priced and fit for purpose?'

Our objective is to establish the facts of your financial situation and to put them into the context of your aspirations.
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We do this by completing a ‘Fact-find’ with you.
​The agenda of which is:

• You/your spouse’s personal details
• Your existing pension benefits
• Any life/income/mortgage protection policies you may already have in place
• Your savings and/or investments

As we get these details we have a discussion with you as to whether your needs are currently being met, in your view. Where we both recognise a shortfall we will put together our agenda of recommendations for your consideration. We may require a second or even third meeting to complete the process.

To arrange your Financial Review, you can call our office on (01) 8298500 or email info@ipf.ie.

Alternatively, you can enter your details HERE and one of our team will be in touch.