On the Move!

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  • #11767
    Financial Companion

    I received a few calls following the announcement in a few newspapers yesterday about me merging business with Alliance Insurance, so just to clarify, I will still be based in Drogheda (but no longer operating from Laurence Street) and the main difference is that by utilising the administration back up of Alliance, it will free me up more to be out and about with people doing the important part, giving financial advice!

    The main focus is still the area of personal financial planning, which is to help people fully understand what is appropriate for their own circumstances. Yes, it is often possible to reduce monthly outgoings by doing comparisons up to date but it is vitally important for people to take the time to make sure that what they have in place is still the most appropriate for them and their families.

    So for anyone who has been putting off reviewing this important area, take the time to make an appointment for a review. It could be the most valuable hour you spend this year! Mobile number remains the same 087-6414570 and I can still be emailed at dave@financialcompanion.ie as well as dkavanagh@allianceinsurance.ie

    As ever, feel free to PM me or post in the Financial Advisor section of "ask the Expert" if you have any questions.

    I look forward to meeting many more mumstowners over the coming months with these bright evenings!

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