OUR APPROACH & FEES

Our mission is to deliver financial peace of mind and help our private and corporate clients prepare for an uncertain future.

 

As an independent practice, we offer various remuneration methods (fee or commission based) that vary depending on the complexity of your particular case and the specific work we undertake on your, or your companies, behalf.

 

Before we undertake any work, we let you know the anticipated fee and if there are any changes, we discuss them with you – in advance.

 

When first meeting you …

 

Good financial planning is all about preparation, whether that’s knowing when various home expenses are due for payment or making sure you have enough to live on it retirement.

 

Preparing a financial plan can seem daunting especially if your personal circumstances appear complicated or if you’ve never done it before. But what you have to remember is that taking the time to make small changes to expenses or savings can add up substantially going forward.

 

As one of Ireland’s leading Financial Planners we take time to understand:

1. Who you are and what has shaped your outlook on life and financial matters.

2. What your current financial position is, and what this is likely to evolve into if unaltered.

3. What goals and dreams you have for yourself and your family.

 

At Donegan Financial Services, we identify what our clients should do to improve their overall financial worth by using in-depth financial analysis and interaction with legal, taxation and other advisers on issues that are conducive to their best interests.

 

Even when your own personal financial plan has been set up and implemented, we will check with you 45 days after the last meeting to ensure that what has been arranged for you is what you expected.

 

 

 

 

 

 

Donegan Financial Services is regulated by the Central Bank of Ireland:

As an insurance intermediary registered under the European Communities (Insurance Mediation) Regulations, 2005;

As an investment intermediary authorised under the Investment Intermediaries Act, 1995;

As a mortgage intermediary authorised under the Consumer Credit Act, 1995; &

As a member of the Professional Insurance Brokers Association (PIBA).

Unit 2 Block 403 Grant's Drive, Greenogue Business Park, Rathcoole, Co. Dublin

Lorraine Donegan t/a Donegan Financial Services is regulated by the Central Bank of Ireland

Click here for our terms of business

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