Pratt Financial Services Limited

Financial Review

With so many changes in recent years to our incomes between pay cuts, loss of employment, Universal Social Charge and PRSI increases we feel there has never been a better time to try save some money and take an overall look at your finances.

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Over the last few years the cost of life has reduced, during your financial review we will look at your existing policies to ensure you are getting the best value for money. At your financial review we can look at your overall financial needs or simply one policy or product. The financial review process involves 4 steps, Identifying your financial needs and risk profile, Prioritising your Needs, Recommendations and changes, Review the Financial Plan.

We are happy to meet you at our office in Ballincollig, or in the comfort of your own home. So whether you want the assurance that your dependents will be protected, looking to achieve better returns on your investments or enhancing your retirement plans, talk to Pratt Financial Services today.