A good Money Advice meeting looks at today, your desired tomorrow and shows you how to get there. Let Woods Financial Services help you use this as:
- An opportunity to discuss what your financial goals are and provide achievable solutions to help you reach these
- Assess your current financial health by examining your assets and liabilities, income and outgoings, insurance, savings and investments.
- Identify any gaps in your financial circumstances, such as pension, income protection or savings needs
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
- Over time, work with you to revise your plan to accommodate changing goals, changing personal circumstances, and changing financial opportunities
Woods Financial Services Limited is regulated by the Central Bank of Ireland