HELPING TO PROTECT & SECURE OUR CLIENTS FUTURES
OUR STORY
Advent Financial Planning was established in 2006. Each of our consultants are fully qualified and have proven expertise and experience that will help achieve your financial goals. Our aim is to provide peace of mind for you, your family and your business.
We have offices located in Dublin and Westmeath. We can arrange appointments around times and at a location that suits you, be that in the comfort of your own home or in our offices.
We offer a complete financial review which will help analyse any financial shortfalls that may exist, and recommend solutions to help you, your family and your business to become financially secure.
We are proud members of Brokers Ireland and Life Insurance Association Ireland (LIA) along with many other local and national organisations.
We have a well developed and resourced network of contacts including accountants, solicitors, insolvency practitioners amongst others whom we work with and can introduce our clients to if their services are required.
THE VALUE OF REGULAR FINANCIAL ADVICE
Clients who consult with a Financial Broker firm, such as our own, are more financially secure and more confident than those who don’t. This enhanced financial confidence is a result of having made greater provision for their immediate and long-term financial demands.
When we look at the differences between clients receiving financial advice on a regular basis (at least once a year) and those that don’t, a number of significant advantages are apparent. Importantly, the value of their pensions are higher and they also held more than twice as much in savings and investments. (Independent Research carried out by PIBA in 2013)
OUR TEAM
David D’Arcy APA
Email: david@adventfinancial.ie
Mob: (086) 3819031
