I’m Billy Phelan
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.
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?
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.
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.
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.
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