Financial Healthcheck

This is a process that everybody should go through on a regular basis as this will allow you to tell us what has changed in your life and allow us to tell you what has changed within Ryan and Riordan Insurances and the greater Financial Services world.

Things that may have changed in your life are for example moving house, having children, change of employment etc. It involves the completion of a Financial Planning document. This is a document that summarises your existing financial arrangements, future plans and requirements.

We review everything including your life assurance, pension, investments, savings, etc. We make sure you are getting value on your existing products and make sure that you have adequate cover when it comes to protection products such as mortgage protection, life insurance, serious illness, income protection and mortgage repayment protection.

The review also incorporates a review of all investments including savings, pensions, single premium and regular premium investments.

We put forward an ideal financial plan based on your affordability. The most important outcome of this review is that there would be 'no surprises' going forward irrespective of what scenario arose.

We would be delighted to meet with you and discuss this in more detail. We also recommend that you look at the Financial Regulators website, (www.itsyourmoney.ie) which gives an independent view of financial products and allows you to gather additional information about the products and services that may suit you best.

Call us today to arrange an appointment