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Before you get in touch
Is the first call really free?
Yes. The first call is free and carries no obligation. It is a chance to explain your situation and for us to tell you honestly whether and how we can help.
Do I need to come to an office?
No. All our meetings are held online by video call, so you can speak with us from wherever suits you, anywhere in Ireland. We will send you a link once a time is agreed.
What should I have ready for the call?
Nothing is essential. It helps to have recent pension statements, details of any existing protection policies and, if you run a company, an idea of your salary and profits. If you do not have these to hand, we can go through what to gather after the call.
Who do you advise?
We advise individuals approaching or in retirement, company directors, contractors and the self-employed, and employers who want to offer pensions, death in service and group income protection to their staff. The first call is how we tell you honestly whether and how we can help.
How quickly will you reply?
We aim to reply within one working day. For the fastest response, message us on WhatsApp.
What happens to my details?
We only use the information you send to reply to your enquiry. You can read how we handle your data in our privacy policy.
Ready when you are
Message us on WhatsApp or email info@financialhealth.ie. The first call is free.
Shelbourne Financial t/a Financial Health is authorised and regulated by the Central Bank of Ireland. This page is general information and is not personal financial advice.