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It has now been 6 months since we launched our Service Centre, a dedicated phone line service which gives clients the opportunity to have their queries answered instantly by a Financial Advisor. No need for an appointment and no irritating hold music! Over the duration of this 6 months, our Advisors have taken over 1,000 calls from clients with varying queries in relation to their financial plans. Some of the most common queries we've had are;
To discuss your Financial Plan with a Qualified Financial Advisor, you can call our Service Centre, Monday-Friday 09:00 - 17:30 on 01 8298500. We look forward to hearing from you.
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 We are delighted to introduce our new Household Financial Planning service to our members. We have found that our clients and their spouses often benefit from having a combined financial review, in order to get an overall picture of their financial objectives as a family. We can now look at your household as a whole in order to maximise your overall financial position to your best advantage. To do this, we engage in a four-step process;
As part of our Monthly Offers for 2022, those who book their household review in before the 5th of August will be entered in a draw for a €350 voucher for Ireland's Blue Book. To book your Household Financial Planning review, go to:
www.ipf.ie/household-financial-planning |
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Phone: 01 8298500
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Service Centre: 01 6910305
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Email: info@ipf.ie
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IPF Irish Pensions and Finance Ltd t/a Irish Pensions and Finance is regulated by the Central Bank of Ireland.
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