Pensions and Investments

There are many different saving and investments plans available to you. Our advisors have many years of experience and can guide you through the process to find the plan that suits you.

At Claffey and Egan we want to help you make the best choice for your future. We will look at your overall position, your wealth, your appetite for risk, your circumstances both in your business and in your family life. We will ask you to identify your long-term financial goals. With an impartial eye and years of experience, we will find the ideal solution for you to achieve your retirement and investment goals.

Everyone needs to plan for the future. While retirement may seem a long way off, starting a pension sooner rather than later can make a big difference when you eventually retire but the big advantage using a pension to plan for your retirement are the tax benefits that pensions still enjoy.