New Service - Household Financial Planning

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;

1. Preliminary phone call – Your IPF advisor will arrange a call with you to explore the necessity and usefulness of this service to you
2. Factfind meeting – A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements
3. Recommendations - Your advisor will present you with their recommendations and guide you through the process for implementing your plan
4. Annual Reviews – Your advisor will follow up with you on an annual basis to ensure your plans are still suited to your needs and make any amendments necessary.​

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