Pensions
Planning for a secure and comfortable retirement is essential, and at First Rate Financial Planning, we offer comprehensive pension solutions tailored to your individual needs. Our expert advisors help you navigate the complexities of pension planning, from starting a new pension plan to managing existing contributions and exploring retirement options.
Pensions
Planning for a secure and comfortable retirement is essential, and at First Rate Financial Planning, we offer comprehensive pension solutions tailored to your individual needs. Our expert advisors help you navigate the complexities of pension planning, from starting a new pension plan to managing existing contributions and exploring retirement options.
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Why use a financial advisor?
Navigating the intricacies of pension planning can be challenging, which is why partnering with a financial advisor is crucial.
At First Rate Financial Planning, our expert advisors provide personalised guidance to help you make informed decisions about your retirement savings. We assess your unique financial situation, identify your retirement goals, and create a tailored strategy to maximise your pension benefits. With our in-depth knowledge of the Irish pension landscape, we ensure you achieve financial security and peace of mind for your retirement years. Trust a professional to help you build a robust and reliable pension plan.
Personal Pension Strategy
A personal pension strategy is essential for ensuring a secure and comfortable retirement.
At First Rate Financial Planning, we understand that each individual’s financial goals and circumstances are unique. Our expert advisors work closely with you to develop a personalized pension strategy that aligns with your long-term objectives. Whether you are starting your pension journey or optimizing an existing plan, we provide comprehensive advice and tailored solutions. Trust us to guide you through the complexities of pension planning, helping you build a robust and reliable pension for your future.
Company Pension
Securing a robust pension plan is vital for the long-term success of your business and the financial well-being of your employees.
At First Rate Financial Planning, we offer expert advice and tailored solutions to help businesses establish and manage effective pension schemes. Our experienced advisors understand the unique needs of businesses and work closely with you to design a pension strategy that benefits both your company and your employees. Whether you’re setting up a new pension plan or optimising an existing one, trust us to provide the guidance and support you need to ensure a secure financial future for all.
What Our Clients Say
Hear from our clients about their experiences and how they found working with First Rate Financial Planning.
Geanina Costan2024-05-03Highly recommended First Rate Mortgages ! Kevin and the team are absolutely amazing !Linda Murray2024-04-30We contacted Kevin and the team in First Rate last year when we were beginning our journey to try and buy a property. At every step of the way we received fantastic guidance and advice. They have been so easy to work with, always prompt and friendly. We have just gotten keys to our first home and we couldn't be happier! I would highly recommend the team. They made the whole process so much easier. Thanks Kevin and all the team at First Rate.Simon Silva2024-04-06First rate should be everyone’s first choice! Kevin and his team are superb, very knowledgeable, patient and reassuring all the time, we knew we had found the right Brokers when 6 different people recommended First rate mortgages to us. Overall 10/10, they’re the right team if you want a stress free journey 🙏Lee-ann Kelly2024-03-20Kevin & the team go above and beyond to make the process as stress free as possible. Ongoing engagement, clear communication and real-time responses/support being key. Their online portal for uploading the initial documentation is clear to understand and user friendly, and the team are there to support...when you make the occasional mistake!! Would highly recommend!!Noel Reville2024-03-20Fantastic service, patient, diligent throughout the extended process . Would highly recommendClaire Nelson2024-03-20Rachel and Kevin at First Rate were incredibly supportive during our mortgage application process and were extremely patient in guiding us through all the various hoops. They facilitated a positive outcome for us, which we are very grateful for.Lauren Walker2024-03-14Made our process with our mortgage so smooth and reassured us every step. Highly recommend Shay and his team 😊Kellie-Marie Connolly2024-01-24I would highly recommend First Rate mortgages. We dealt with Kevin who made the process very simple,quick and stress free. The team especially Lorna and Patricia were very helpful and were in constant contact with updates which was brilliant. Thanks to the team for all your help on getting our first home. We are over the moon and couldn’t have done it without all your help.Tadhg Rohan2023-12-14Can very highly recommend them. Rachel and Barry were a great help throughout the whole mortgage process and always on hand with any queries I would have myself. Brilliant service.
