Our Services
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
At PPFS, we provide professional award-winning financial planning and advice. Our core values ensure we put our clients best interests at heart. By using PPFS you can be sure that your collective financial needs can be regularly reviewed and discussed, if required.
Our investment process is tailored to provide you with options suitable to your circumstances, financial position, investment needs and objectives, attitude to risk, existing liquidity, future income requirements and investment horizon.
Most people have an expectation that a time will come when they will be able to retire. For most people, the State Pension will be insufficient to provide a basic level of income and to provide a reasonable standard of living.
Many people don’t realise or never consider the financial impact an unexpected serious illness, injury, a premature death or a sudden loss of income can have on their family or their business.
We offer a portfolio of free services to allow you to gain an understanding of your current financial position, to establish your existing needs, to make a suitable plan for the future and to establish whether PPFS is a good fit for you, your family and your business. These services are provided to you at the cost of PPFS and you have no requirements or responsibilities once the service has been provided.
Currently in Ireland, it is estimated that there is approximately €500 million of unclaimed pension benefits. If you have moved jobs, changed address or simply don’t have your old policy documentation, you may have accrued pension benefits which are not being managed or reviewed in an appropriate manner. Don’t let your pension get lost!
When running your own business, there are often many plates to keep spinning at the one time. However, sometimes it can pay to take a step back from the day-to-day operations and make sure that the business is working for you.
