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Financial Planning Services

Our services are designed to facilitate an accurate professional assessment of all your financial needs.

How we can help
Our clients range from company directors and senior executives to PAYE and self employed individuals.

The benefits of our services:
Reducing tax liabilities
Personal & Executive Retirement Planning Solutions 
Advice on Pension arrangements for employees
Retirement & Investment Advice 
Personal and Family Protection 
Business Protection & Advisory Services 

Key Services include: 
Individual Financial Assessment
Pre and Post Retirement Planning
Group pension arrangements 
Deposit & Investment Advice
Life Assurance
Business and Key Person Protection 
Individual Protection Benefits
Tax & Estate Planning 

Why us?
The blend of our experience and expertise will help you design a plan to manage your finances. Our financial planning service is designed to optimise your current financial position today and leave you safe in the knowledge that whatever tomorrow brings can be taken care of. 

For more information, see the Downloads section to the right.

CONTACT DETAILS
Francis McTaggart
Tel: +353 1 639 6376
Email: francis.mctaggart@willis.ie
DOWNLOADS
Financial Planning Services
AVC Services 2014