House Of Finance was established in 1983 in North Kildare. We have 7 members of staff and a huge breath of experience and skills to help produce simplicity from the complexity of financial planning. We work closely with accountants.
At House Of Finance we wear Three Hats:
- Lifestyle Planners
- Financial Planners
- Independent Brokers
Our Wealth Management & Protection Service assists the client’s plan for the lifestyle they want in a tax efficient manner. We use State Of The Art Technology that supports us to help answer some of life’s bigger questions.
We create a clear visual picture of the client’s current financial position and provide the client with a picture of what their financial future may look like for life’s changing circumstances, both the planned and unplanned.
This visual picture allows us to show the client a real-time financial masterplan which is tailored to their objectives and goals.
When the client’s financial future is laid out in this way it promotes some very important conversation as to what is important to them and how they see their financial future.
Specialising in helping Business Owners:
Building Retirement Funds / Accessing Retirement Funds / Risk rebalancing / Buy and Sell agreements (Co-Directors insurance) / Maximising tax relief and tax free cash / Corporate Investments / Compliance with PRSA legislation/ Income Protection.
Thank you , any questions: email firstname.lastname@example.org
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