At Premier, we strongly believe in holistic financial planning for all our clients.
We aim to understand your individual situation.
We are all unique and your financial plan will be unique to you.
We believe in a ‘top down’ approach of working with you to discover what your goals in life are, what do you really want to achieve? Rather than just asking how much you can afford.
Our skilled and qualified financial planners apply a 6-step financial planning process of:
- Meeting and getting to know you and your individual situation.
- Collecting all the information we need to help build your plans.
- Analysing your information to help decide on the best way to reach your goals.
- Developing a plan tailored to your unique situation and needs.
- Implementing the plan while helping to ensure it fits into your lifestyle.
- Reviewing your plan on a regular basis to make sure you are on track.
This ensures that there is a detailed analysis of your situation and plans are designed around your life to achieve your goals. Through a proven and consistent method of careful recommendation and regular reviewing our financial planners will help you to reach your financial goals and turn dreams into reality!
For all your insurance needs
Why choose us?
Our dedicated team of skilled advisers are here to cater for all your insurance needs
News & Insights
We are very proud that our team member Lorcan Russell CFP SIA LIB QFA is a CERTIFIED FINANCIAL PLANNER, CFP® and has been certified by the Financial Planning Standards Board (FPSB) Ireland. We believe the CFP® certification to be the gold standard in financial planning.