Financial Planning

Financial Planning

With a team of expert financial advisors with decades of experience in the industry, Ken Regan Financial Services Ltd offers reliable, knowledgeable and trustworthy advice when it comes to financial planning. We offer a variety of services to customers when it comes to personal finances, ensuring that your finances are safe and secure no matter what life throws at you. As well as offering help with general personal finances, we provide advisory services to assist you with budgeting, saving goals, and loan/mortgage advice and payments. No matter what your financial situation, we can offer straightforward and understandable advice to lay out your finances for you in a manner that makes total sense.

Need to speak to a consultant about your personal finances? Book a consultation now

Pensions

Taking part in a pension plan can be one of the best things that you will ever do for your future self. Ken Regan Financial Services Ltd are experts when it comes to pensions, offering a range of personal and executive plans to secure your future finances.

Personal Financial Planning

Whether you’re hoping to stick to a budget to save some money, or would like some help organising your personal savings for your dream holiday, we can help. We offer professional personal financial planning services to customers of all incomes and budgets.

Loans

If you’re thinking of taking out a loan for your dream you’re your child’s education or simply to pay off some bills, Ken Regan Financial Services Ltd can help. Get in touch today for some confidential professional advice.

Mortgages

Thinking of buying your first home, switching an existing mortgage or purchasing a second house? The team at Ken Regan Financial Services Ltd are experts when it comes to all things mortgages, offering expert help to first time buyers and next time buyers across Kildare.

Investments

Whether you’ve been saving or have inherited a large amount of money, investing your finances could set you up for financial success in the long term. The team at Ken Regan Financial Services Ltd offers expert investment advice to help you maximise your finances.

Insurance

It can be difficult to know what type of insurance you need, especially throughout the different stages of your life. Our team of expert financial advisors at Ken Regan Financial Services Ltd works with over 30 providers to get great insurance deals for you customers, helping you to stay secure and covered should the worst happen to your family- without having to compromise on budget.

Financial Planning FAQ

  • What does a financial advisor do?

    A financial advisor offers personal financial advice and budgeting recommendations for people who have financial questions or goals including mortgage queries, pension queries, savings queries, and more.

  • Where can I find a financial advisor near me?

    The team at Ken Regan Financial Services Ltd offers Kildare financial planning information and Kildare financial advisory services form their office in Newbridge. Why not call in for a free consultation today?

     

Book an appointment with us

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