At DW Financial we offer advice on all aspects of financial planning but specialise in pensions & investments. When it comes to planning and saving for retirement the word pension can be daunting.
At DW Financial we offer a free consultation during which we will talk you through all aspects of planning for retirement including setting up a new or reviewing an existing pension.
We do this in a relaxed jargon free environment. We understand that in today’s world time is precious, so we work to accommodate you, we can arrange your consultation in our office, your home, work or a location that suits you.
If the meeting is in our office, you can avail of up to two hours free parking in the Supervalu car park.
A free consultation usually last up to one hour and covers the following
- Your age, marital status, family circumstances, occupation
- Your finances, income, outgoings.
- Your financial goals
- Your plan between now and retirement
- Your wishes for retirement
From the information we discuss in your free consultation we design your tailored financial plan and present our recommendations.
From there if you are happy to proceed, we will implement your desired plan.
Once your plan is in place, we continually monitor it in the back round and depending on your term to retirement recommend annual or biannual reviews.