Financial Planning

Identifying your goals and formulating a plan are just two aspects of financial planning that Breslin Financial Services can assist you. Whether your goal is to buy your own home, additional property or to secure your financial well-being for later in life, Breslin Financial Services will guide you through the process to ensure you reach it.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

Financial Planning

Investments

At Breslin Financial Services our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.

Pensions

At Breslin Financial Services our approach to retirement advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.

Our Role

We place your assets in the right name, ownership and tax wrapper so that you can legally and ethically ensure you do not pay too much tax when you want to spend them

Make sure you do not miss out on getting money back that might be owed through tax relief on pension and retirement planning

Save you time and effort by recommending the most appropriate solution

Breslin Financial Services

Your home may be repossessed if you do not keep up repayments on your mortgage

Providing Quality Service

Understanding You

By gathering information from you, we get to understand your needs fully. We also get to know what provisions you have in place and build a picture of what you want to achieve.

This stage also allows you to understand what to expect from us and how you will benefit from using our services.

Planning

We’ll explore and research various scenarios and options that will reveal how to make the most use to utilise your existing provisions.

We will then make recommendations as to how to secure the right finance or protection. We build upon your current plans to help maximise the chances of you achieving your objectives both present and future.

Implementation

Here’s where your vision becomes reality.

Most of our clients prefer us to complete, check and manage the documentation required for them to put “Your Plan” into action. This saves them a lot of time and energy and makes sure plans are set up in line with your needs and expectations. A range of fees are available to support this service.

You may though decide you wish to implement our recommendations yourself, and simply pay a fee for our time and expertise.

Review

We believe all our clients benefit from a review of their circumstances with the style and frequency decided by you. It is often dictated by where you are on your life stage, as well as your relative level of wealth.

Most clients like to be contacted at least once a year to ensure they are not unnecessarily impacted by any of the UK Government Budget announcements, or interest rate movements.

You will also hear from us during the year when we feel something will be of interest to you.

Click here to see our review

Speak with one of our Financial Advisers …

Call us on +44 7932 266 717

or leave your details and our team will be in touch…