Pension Tips –

through out your life time  you will need to make important financial decisions.  Establish a relationship with a Financial Broker.  It’s helpful to have someone you trust help you evaluate financial decisions.  Look for somebody who has through their charging structure aligned both of your interests.  Advisors do this through structures that pay them in the long term like a % of the assets they manage for you rather than up front commissions.  When you’re doing well they do well.

Get a broker who focuses on financial advice rather then selling pensions, life assurance or Investments.  And you should look at a broker who deals in the whole market rather than dealing with a agent of a life assurance company as their job is to sell financial products.  At Servatus we deal in Holistic Financial Planning therefore looking at all your requirements and helping you set, prioritise and achieve your financial goals.

Author: Geoff Whelan

Geoff graduated from UCD / Institute of Bankers in May 2009 with a degree in financial Services. A (QFA) Qualified Financial Advisor since 2005, Geoff has strived to build on his knowledge of the financial services industry, particularly in the areas of personal financial planning , retirement planning and wealth management.