What can you expect from Davis Financial Services?
As a first step, we will take time to get to know you, your personal circumstances and your financial goals. We will discuss your available options and help you to crystallise these options into a financial plan. We will then research the products that match your needs from the range of companies we deal with.
We will offer a “fair analysis” of the relevant sector or market. This means we will research a majority of the product providers in the market when advising on your needs. In relation to life and pension products, there are seven life companies active in the Irish market. We deal with all of these seven companies, so you get market wide advice from one source.
Our services include:
Income Protection / Salary Protection
Davis Financial Services Davis Financial Services as well as advising on the life cover you may require. We research the market for the most competitive and suitable provider and plan for your needs. As we deal with all providers of protection on the Irish market, this removes the necessity for you to “shop around” or […]
Critical Illness
Davis Financial Services Davis Financial Services as well as advising on the life cover you may require. We research the market for the most competitive and suitable provider and plan for your needs. As we deal with all providers of protection on the Irish market, this removes the necessity for you to “shop around” or […]
Life Cover for over 50′s
Davis Financial Services Davis Financial Services as well as advising on the life cover you may require. We research the market for the most competitive and suitable provider and plan for your needs. As we deal with all providers of protection on the Irish market, this removes the necessity for you to “shop around” or […]
Savings & Investments
We can help you make the smart investment decisions. There are many different types of investments, all of which have advantages and disadvantages. As an individual, you will be faced with a vast amount of investment options when you are considering how best to invest a lump sum or regular savings – stocks, property, bonds […]
Pensions & Retirement Planning
DON’T IGNORE YOUR PENSIONS Will you be able to maintain your current lifestyle on the state pension alone? If not, you need to ensure that you have an additional income arranged for when you reach retirement. This income can be acquired by arranging a pension. What is a pension? A pension plan is a […]
Life, Serious Illness & Income Protection
Davis Financial Services Davis Financial Services as well as advising on the life cover you may require. We research the market for the most competitive and suitable provider and plan for your needs. As we deal with all providers of protection on the Irish market, this removes the necessity for you to “shop around” or […]
Davis Financial Services Ltd is remunerated by commission and other payments from product producers or lenders on the completion of business. Should you wish to avail of the option to pay in full for our services by means of a fee, a schedule of our fees are available in our Terms of Business.