Your Financial Planner
We are your local financial planner and are here to help you understand how to get the right protection. It is our mission to demystify some of the jargon used in insurance and financial services.
Do you have a financial plan in place to protect your future and continue providing for your loved ones after you pass? Pensions, Life Cover and Business Financial Planning can be very confusing.
Welcome to Niall G Lynch
Your Financial Planner
Life is a journey and an integral part is one’s financial journey. It consists of different stages. Protecting, Funding, Managing. We are here to guide you through those stages.
- Do you have a plan in place to fund for your future have you protected yours and your family’s future by putting protection in place for your loved ones if you were to pass away, fall ill or be unable to work?
- Have you started a tax efficient funding plan to provide funds in retirement when your income drops considerably?
- Have you invested and funded for future expenses such as third level education?
- Have you put provisions in place to protect your business and your family if something happens to you?
Life Cover, Protection, Pensions, Investments and Business Financial Planning can be very confusing. We are here to help you understand how to get the right plans in place to plan for and protect your future and will demystify some of the jargon used in insurance and financial services to show you a clear map for your journey. Find out more about us here.
Protection Planning
Personal & Family Protection
- Life Assurance
- Specified Serious Illness Cover
- Mortgage Protection
- Income Protection
- Whole of Life Cover
- CAT Planning
- Cancer Only Cover
- Pension Term Assurance
Pensions & Investments
Retirement & Future Planning
- Personal Pensions
- Retirement Bonds
- PRSA’S
- Planning for the Future Now
- Investment Bonds
- Regular Savings Plans
- Fund managers
Management & Protection
Business Financial Planning
- Executive Pensions
- Pensions for Employees
- Tax Efficient Wealth Extraction
- Managing your Company Pension
- Business Protection
- Access to market leading funds
We Tailor Plans to Your needs
Protecting and planning your future.
We understand that your needs are unique and are certain that there is a plan that will work for you as you get older. Retirement planning can be a minefield as there are many pitfalls so specialist advice is essential.
We provide guidance on how to plan and fund for your future while protecting you from risks posed to this plan.
How We Work. Our Mission & Values
Your Financial Planner
It is our mission to help guide and facilitate you on your financial journey. We help put in place the necessary provisions and plans to empower you to achieve your financial goals.
If you aspire to have financial freedom and a relaxing retirement then speak to us to explore your options.
Prepare for the future
Let Us Help You Protect Your Money & Family
Do you have a contingency plan in place for your family if you die today? Have you funding for your children’s college eduction? Are you funding for the significant drop in your income upon your retirement and is this income protected?
We will help guide you through the process of protecting your money, your family and retirement. Our helpful guides break down these often complex documents and bring clarity to protecting those closest to you.
Our Partners
Advice Blog
Your Financial Planner
Here you can find our latest news and advice on insurance and financial planning.
Business Protection, it should be part of every Business Plan
What does Business protection entail? Business protection means putting protective provisions in place to protect a company and its various stakeholders from financial shocks as a result of something happening to the human assets of the business. This article seeks to...
Business Protection, it should be part of every Business Plan
What does Business protection entail? Business protection means putting protective provisions in place to protect a company and its various stakeholders from financial shocks as a result of something happening to the human assets of the business. This article seeks to...
Transferring Assets During Life – Funding for Potential Gift Tax Liability
Forward thinking Financial & Estate Planning Following on from the theme of my previous article this piece also focuses on the link between financial planning and estate planning. The benefit of prudent financial and estate planning can have the dual effect of...
Forward thinking Financial & Estate Planning
Introduction - The many purposes for Life Insurance Life Insurance/ Life Cover can be taken out for various reasons and to protect against and plan for a variety of scenarios, as a result of the death of the life assured. Often people are unaware of the value of Life...
Book your FREE consultation
We offer a variety of services to suit your needs at different stages of your life. Income protections, life and family insurance, business finance planning and pension schemes.
Book your free consultation by calling or messaging us today.
Contact
Get In Touch
090 647 8503
info@yourfinancialplanner.ie
Castlemaine St,
Ankers Bower,
Athlone,
Co. Westmeath
Opening Hours
Mon-Fri: 9am-5pm