Services

At Claffey and Egan Financial Brokers, we work hard to offer you a range of Protection and Investment options to suit the needs of our clients.  In this competitive business, it's important to know that you are getting the best policy available, and our Brokers make sure to explore all the options available to you as thoroughly as possible before making their recommendations. 

Our Process:

 

It's important that you trust the Broker that you are working with, and we make sure to be there with you through the process from beginning to end. Below you can learn the steps that you will go through when establishing the best investment solutions for you. 

1) Fact Find

Every relationship with our client begins with finding out just what your needs and circumstances are to make sure that we are making the best recommendations for your pension and life protection options. This starts with a fact finding session in which the broker is able to establish a picture of your personal and financial curcumstances. You will discuss your long-term financial aspirations and current needs, and from that your Broker will be able to offer advice tailored to your specific needs. 

2) Advisor Recommendations

Your Broker will take the information you've provided and research the most suitable financial products and services available for you across all the major companies in Ireland. You will then be provided with the recommendations for meeting your financial goals. Usually this will be a meeting with your Broker to go over the details and make sure that you are clear on why these options were recommended for you. 

3) Action

Once you understand the options and have made the decision that is right for you based on your Broker's recommendations, we can implement your personal financial plan. Our Brokers support you through the whole process, making sure that the paperwork is completed correctly and working directly with the providers on your behalf. Once your policy has been completed, you will receive formal record of the information we gathered and the advice you were given.

4) Ongoing Support

 At Claffey and Egan we pride ourselves on the relationships we build with our clients. This is largely due to our commitment to review your policies regularly with you to ensure that they continue to meet your needs and help you to achieve your financial and personal goals. Our Brokers will meet with you over the years to discuss any changes in your personal or financial circumstances, so they can help you make any adjustments needed to your policies to keep you on track to achieving your goals. 

 

Below you will find the different services we can assist you with. Once you're ready to take the next step, click the button below and a Broker will be in contact with you shortly.