Financial Planning service

Our Financial Planning service to you as our client takes into account all aspects of your life, including looking at future short, medium and long-term financial goals. Once we have spent some time discussing your plans for the future, or even just setting up a framework for you to start thinking about this, we can proceed with designing a plan and investment strategy to meet your goals.

The first step is gathering all the information to prepare our recommendations. We will prepare forecasts of your current financial situation together and compare these with forecasts of your future financial situation. 

The second step is to make our recommendations for appropriate financial planning strategies for your current and future cash. We will then implement our recommendations within pre-agreed parameters. Managing your money and creating a plan is critical for success.

We would suggest we meet at least annually, to review your financial plan to update assumptions, objectives and progress. 

In 2006, Michael & Enda decided to put their years of business experience together establishing Flynn & Lynch Pensions and Investments. Their depth of experience brings strength and professionalism to their dynamic business. Flynn & Lynch are broad based experienced Financial Advisors with access to all the main providers in the Irish market. 

Chat to us today to help strenghten your financial welbeing.