Personal Financial Planning
Managing a successful business involves making the right long term decisions. And that’s true of successful personal financial planning too.
Every day we provide independent advice to help clients make the right long term decisions, such as:
- Deciding on life cover
- Choosing a pension scheme and structure
- Getting the right mix of health cover
- Choosing a mortgage
- While maximising tax relief – and minimising costs!
Funds to Invest?
We can provide access to a wide range of investment funds from leading financial institutions. This enables us to provide objective and impartial advice on the most appropriate investment products for your hard earned money.
Commission information can be found here
When providing advice, the firm considers the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, the firm will examine the product providers literature to compare financial products and to make informed investment decisions about ESG products. The firm will at all times act in the client’s best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products.
Kinnear Financial Services Ltd., trading as Kinnear, is regulated by the Central Bank of Ireland