Personal Financial Planning

The key issues facing individuals in planning their financial affairs are protection for dependents against death and disability, adequate pension provision, saving for the future and tax and estate planning.

How we can help

Our team of qualified financial advisors, tax advisors and wealth management consultants are highly experienced in the provision of solutions in the areas of;

Life and disability cover
Pre retirement planning including Small Self-Administered Pension Schemes
Post retirement planning including Approved Retirement Funds (ARFs)
Pension adequacy and funding requirements
Regular and lump sum investments
Tax and estate planning

Contacts

Brendan Bartley: Director; Dublin; Tel: +353 1 792 8705
Marc Cosgrove: Senior Manager; South East; Tel: +353 51 317729

© 2008-2012 PwC. All rights reserved. "PwC" refers to the network of member firms of PricewaterhouseCoopers International Limited (PwCIL), or, as the context requires, individual member firms of the PwC network. Each member firm is a separate legal entity and does not act as agent of PwCIL or any other member firm. PwCIL does not provide any services to clients. PwCIL is not responsible or liable for the acts or omissions of any of its member firms nor can it control the exercise of their professional judgment or bind them in any way. No member firm is responsible or liable for the acts or omissions of any other member firm nor can it control the exercise of another member firm's professional judgment or bind another member firm or PwCIL in any way.