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Latest News

What happened to the pension in my old job?

Clients ask me this question regularly when we meet. So what does happen with your old pension? We are often solely focused on a fresh start and looking forward when we move job. We neglect … Continue reading What happened to the pension in my old job? »


Why saving for education is so important

Saving for education, it’s something that we often put on the long finger. There are so many other priorities, especially when children are small. But there’s lots of reasons why saving for education is important. … Continue reading Why saving for education is so important »


Do you need life insurance?

It’s not something we like to think about. And definitely not something we like to talk about. What would happen if suddenly your life doesn’t go as planned? Something unexpected happens. This is why you … Continue reading Do you need life insurance? »


NOW is the time to start your Smart Financial Habits

A recent study by EY suggested that the Covid restrictions in 2020 led to a reduction in Irish household spending in the following areas; Eating Out (-€14bn) Holidays (-€3bn) Petrol/Diesel (-€700m). While some families have … Continue reading NOW is the time to start your Smart Financial Habits »


Tuning out the noise

In February this year, we saw a significant, sharp fall in the value of global stocks and shares. For some of our clients, that meant a 30% drop in the size of their investment or … Continue reading Tuning out the noise »


Money On Deposit? Make It Work For You Now!

Do you have money on deposit? Are you just leaving it there? Have you considered starting a regular savings plan or putting a lump sum you have accumulated in an investment? If not, then you … Continue reading Money On Deposit? Make It Work For You Now! »


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Testimonials

“I moved my pension and investment management to Coleman Financial Planning shortly after their establishing. This was largely due to a lack of confidence in a previous advisor, but also a suspected loss of interest on their part too. So what a surprise to meet Daragh who offered simple explanations and sound advice, such that I was then able to make informed decisions about my pensions and other policies I had accumulated. Daragh also was able to provide concrete financial planning which has left me with sure footing for the future”

Peter McElwee McElwee Pharmacies 27th January 2017

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