"A clear financial plan to fit your needs"
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Bespoke Financial Planning

A Bespoke Financial Plan puts your financial affairs in order and lets you get on with the other areas of your life.  Every anniversary we re-visit the plan with you to take account of any updates and changes in your circumstances

You will benefit from our Bespoke Financial Planning service if you want advice on:

  • Saving today to make the most of tomorrow.
  • Preparing for the unexpected in life such as illness or premature death.
  • Planning ahead for future liabilities such as children’s education costs.
  • Planning ahead for retirement.
  • Reducing your tax bill.
  • Investing a lump sum now for use in the future.
  • Reducing your existing insurance outgoings.

In Wexford Financial Services we understand that the needs and circumstances of all our clients are different.  And that is why we:

  • Meet with you to gather information concerning your existing financial arrangements. And we discuss with you your financial goals for the future.
  • Conduct a review of the information we’ve gathered to see if your existing financial arrangements are conducive with your financial goals.
  • Prepare a Financial Report providing a summary overview and making recommendations in key areas to set you on your way to achieving your financial goals.
  • Meet you every year to take into account changes in your circumstances and to provide you with updates on your policies while also making you aware of any new market developments.
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