I’m Billy Phelan
and as a Financial Broker
my first duty is
to YOU, my client.

call 087 982 7890 schedule a consultation

After a review of your current financial arrangements I can provide you with a detailed report and recommendations for you to consider without any obligation.

The services I provide require that we meet, either in person or virtually, in order 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.

FREE first consultation with no obligation to you!

Call me now on 
087 982 7890

to find out about your financial options.

request a callback

LIFE INSURANCE

Always protect the ones you love.

Are you at a stage in your life where you are worried about leaving your loved ones without financial security or where you are having to deal with the banks who demand you have life insurance or life assurance cover?

Learn more

RETIREMENT PLANNING

Your future is in your hands.

It’s never too early to start planning for your retirement. As well as your pension you need to consider other financial responsibilities.

Learn more

REDUNDANCY MANAGEMENT

What will you do if you are offered redundancy?

Dealing with redundancy has become all too familiar for many people. How you deal with redundancy management is very important in making sure you and your family are secure in the future and can plan ahead financially.

Learn more

INCOME & ILLNESS PROTECTION

How will you pay the bills if something happens to you?

There are different types of Income Protection. You may want reviewable, guaranteed or age-related income protection.

Learn more

SAVINGS & INVESTMENTS

How can I invest for my future?

Learn more

OTHER SERVICES

As an independent advisor I look after your best interests. 

Learn more

How can I help you save money on your policies?

Contact me to set up a zero obligation, FREE consultation and we can review your current policies and see where to save you money!

  • Life Insurance
  • Retirement Planning
  • Redundancy Management
  • Income Protection
  • Business Protection
  • Inheritance Tax
  • Mortgages
  • Savings and Investments
schedule your free consultation

USEFUL VIDEOS

The Importance of Financial Planning

Your One Minute Guide to Funds

contact me today for a free consultation

TESTIMONIALS

We recently engaged the services of Billy Phelan to carry out a financial review and put in place replacement Mortgage Protection Insurance as our lender’s rate was uncompetitive. Billy gave us excellent advice and having trawled the market provided a policy that gave us comprehensive cover while at the same time giving us significant monthly savings. I would have no hesitation in recommending Billy’s services to others.

I recently requested advice from Mr Billy Phelan on a number of issues and I found the service Billy offered to be fantastic. Billy returned promptly with my quotations, completed the forms quickly and I found the transaction painless. Billy treats each customer wit full privacy and is very willing to help I would highly recommend Billy Phelan Financial Services as a great place to do business.

We were particularly impressed with Billy’s insight and also the fact that he had identified the absence of critical illness cover for the principal home-carer. Such as eventuality would be costly as we have young children but with Billy’s assistance the appropriate cover was identified. We will definitely call on the services of Billy Phelan again and have no hesitation in recommending Billy to offers.

Billy did a full financial review and advised me on some changes I could make to my savings and pension plan. Those changes meant that I now get a better return on my savings and I can look forward to a bigger pension. Billy has a great knowledge of the available financial products and was very efficient in dealing with the associated cumbersome paperwork. I would highly recommend Billy’s service for any financial requirements you may have

Why should you talk to me?

I am 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.

contact me today