Independent Financial Advice from the Expert Advisor who works for you, not the investment companies, so you can be sure of an unbiased review

Billy Phelan QFA

As a Financial Broker my first duty is to YOU, my client.

Billy is an impartial Financial Broker and a holder of the Industry & Regulator Qualification as a Qualified Financial Advisor with over 20 years experience working with people just like you.


stars"Billy's friendly, no pressure attitude and knowledge of his business is second to none ..." See Testimonials >>

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Send me your telephone number & I'll call you for a friendly chat with no obligation or pressure on you to take it any further unless you want to.
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I provide you with a detailed report and recommendations for you to consider without any obligation.

The services I provide require that I meet with you to get a clear picture of your current financial arrangements. I can review your existing plans to ensure that they will continue to meet your needs and also look at your current priorities and goals so that I can offer your the best overall solutions.

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to find out about your financial options

 

The Importance of Financial Planning

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Your One Minute Guide to Funds

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Budget Summary 2018

Useful Calculators

How You Can Save €€€'s on your Policies

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Billy Phelan Life Insurance Waterford