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Peter Reilly
B.Comm. Q.F.A., G.Dip.FP, CFP®
Certified Financial Planner™
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FINANCIAL
PLANNING...
FINANCIAL
SENSE
...with a CERTIFIED FINANCIAL PLANNER™
Peter Reilly Financial Services is about offering personal, professional advice and services.
Whether it is the product you want
from the top of this page orthe services you see along the side, you can be sure of professional handling at all times.
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The Lifestyle Financial Planning Service
is a service where you put all your financial affairs in order to achieve and maintain the lifestyle you want.
It is a service that shows you where you are, where you are going, what needs to be done and how to do it .
It allows you to make informed decisions rather than be told or sold on what you should do.
It is a bit like looking into the future and then making changes for the better.
The first part is about you- what you want and what you have.
We then process this information for you.
This shows us areas that need correction if your plans are to be fulfilled. 
We then have our Planning Meeting with you where we provide recommendations and solutions.
When we agree what you should be doing, we document the solutions.
This allows you to take corrective steps to have the lifestyle you want. These steps may involve:
- putting in a proper budget and investment strategy to sleep better at night
- claiming entitled benefits
- making decisions on selling a rented property
- using excess savings to clear expensive debts
- reducing tax-bills by utilising more tax-efficient savings plans
- making plans for a new home or career change or family member...
Planning with Foresight,
using the benefit of Hindsight
Lifestyle Financial Planning is a unique and invaluable service that I have provided to clients for many years. Ultimately, it is about taking control of your financial future- and has there ever been a better time to do that?
You may be wondering if this service is suitable for your requirements.
You may be wondering what exactly is involved.
To find your answers, why not call 01-6544 522 or e-mail info@prfinance.ie to arrange an initial meeting.
I would be delighted to sit down with you to explain how my service works and you can query how it can benefit you. This meeting is at our expense without any obligation and car parking is available at our office at Jasmine Lodge, Main Street, Celbridge, Co. Kildare- just across from the Gates of Castletown House.
Lifestyle Financial Planning Service read more>>
Personal, Professional Planning...
LIA member
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