Financial Services & Private Clients - Welcome to Declan Monaghan
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Declan Monaghan

Monaghan & Company

FREE CONSULTATION

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Accounting &
Book - keeping

FREE CONSULTATION

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Audit & Assurance Services

FREE CONSULTATION

Financial Services & Private Clients – Book a Financial Review with us

We offer Independent Financial Advice. We don’t rely on commissions as our core source income and we are therefore able to offer Impartial Advice which often does not result in us being remunerated.

Financial Planning should be offered on a continuous basis over a lifetime and all your affairs should be reviewed at least annually to take account of lifestyle changes, economic impact, age requirements and household changes.

When conducting our Financial Review we will consider some or all of the following

  • Retirement Planning and Pensions – What lump sum and Income do I need for retirement?
  • Investments – e.g monies are moving from Deposits back into Property due to increasing property yields?
  • Life Assurance and protection – Are you properly covered?
  • Savings and Deposits – Are you getting the best Deposit rates on the market.
  • Wealth Management – Managing your wealth on an ongoing basis?
  • Advice on Wills and Probate and Estate Planning – Will my family be provided for?
  • Budgeting – Can you reduce your monthly outgoings?
  • Loans and Credit – are you getting a fair deal from your mortgage provider?
Making the most of tax opportunities specific to your industry

For your free consultation call us on 091 788769