We work with you and your spouse/partner to identify and understand your specific goals and objectives. Then, we plan how to achieve them.
As each client’s circumstances are different, we are happy to provide a written quotation in advance of starting work with you.
With over 30 years of knowledge and experience you and your family are in safe hands with our team of professionals.
Colm met with us in our home and very quickly grasped the financial and tax issues which we wanted to address.
He is thorough & professional and calmly guides you through complex areas with great ease. No alone could he identify solutions to the issues which concerned us but he also helped us to implement a strategy to make the changes we needed which have been hugely beneficial. We’re very grateful to Colm, he has made an enormous difference to us and his services exceeded our expectations.
We were both delighted with the process you have taken us through. We found the time with us to be well managed and you brought us on a journey which was well structured and helpful which meant that we were comfortable with (and understood) the end result.
I have not gone through such a thorough exercise previously and I found it invaluable – certainly it was good to step back and focus on our own personal finances in such a way.
We wish you continued success.
Keelin is a thorough professional always prepared to “go the extra mile” for her clients. We have been working with her for some time and cannot recommend her highly enough as an Advisor and Financial Planner.
Waypoint Financial Planning is a Private Company Limited by Shares registered in Dublin, Ireland Registered No. 565437. The Company registered office is Block B, Maynooth Business Campus, Maynooth, Co. Kildare. Directors C. Nolan & K. Nolan.
Waypoint Financial Planning Limited is regulated by the Central Bank of Ireland C143835as an Authorised Adviser under Section 10 of the Investment Intermediaries Act 1995, as a Mortgage Intermediary under Section 166 of the Consumer Credit Act 1995 (as amended) and as an Insurance Intermediary under the European Communities (Insurance Mediation) Regulations, 2005 (as amended).
