Highfield Financial Planning
6-9 Trinity Street, Dublin 2
(4)
6-9 Trinity Street, Dublin 2
(4)
Our background is in Holistic Financial Planning. Financial Planning is a method for structuring your finances which starts with you. What do you want to achieve in your life? How much will that cost? How are you going to fund it? When will you have accumulated enough to retire or semi retire?
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4 customer reviews
David Cronin
Eoghan was incredibly helpful and knowledgeable when it came to my overall finances. He advised me on a stronger life insurance package as well as advising me of the % I should be contributing to my work policy. I have referred Eoghan to a number of my work colleagues and my partner - all of whom have had the same positive experience. More...
Reviewed on Google Maps
Bill Glennon
For pensions and advice, Eoghan is an expert, professional and thorough. He has a knack for explaining and summarising this important and complex subject in layman's terms. This helps enormously, making you comfortable that you are making the right financial choices for you. He is also a patient and nice guy to deal with. More...
Reviewed on Google Maps
Dawn Richardson
As well as advising me on the performance of my existing personal pension & arranging life insurance policies, Eoghan is also now overseeing our business needs. So far, he has implemented an employee pension scheme & is advising on corporate co-director & key-person insurance. I have found him to be exceptionally knowledgeable and honest and wouldn't hesitate in recommending him to others for either business or personal pensions/investments etc. More...
Reviewed on Google Maps
Fulton Grant
Very satisfied with the excellent advice and service provided by Eoghan. Took a detailed review of where I am currently and provided both a short and long term plan for my Pension,
Life Assurance and Investment policies. Impressed by the fact that he communicates regularly on the performance of monies invested. Particularly liked the way he can help navigate through the complexities of the industry and deliver it in a transparent way to help make investment decisions.
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Reviewed on Google Maps
Can you provide your services online or remotely? If so, please add details.
Yes. We use Zoom for meetings and Docusign for electronic signing.
What changes have you made to keep your customers safe from Covid-19?
Where meetings have to take place in person we ask the client to complete a Covid Questionnaire. All meetings are socially distanced.
Retirement Planning
Financial Planning
Protection
Commercial and Property Lending
Investment Advice
