With you every step of the way

We know that each person has their own needs and challenges. We provide impartial advice and tailored solutions to meet your financial and investment needs at every stage of life.

Martin Glennon, Head of Financial Planning

Experience, knowledge and insight

Putting your plan into action is just the beginning. Our flexible approach means we regularly take the time to check in with you. We can routinely track, monitor and review performance, and work with you to make adjustments when necessary, giving you the confidence to invest and plan for the future.

Our proactive approach means we can help anticipate potential issues and opportunities along the way, and give you the sound advice you need to achieve your goals. So when the time is right and you’re looking for an investment opportunity, we’ll be there to guide you.

Taking control of your financial future

Feel comfortable about your investment decisions. Our investment approach promotes control through proper understanding of your risk profile. We have designed our Investment Guide, to help you understand the steps you should consider before making an investment. Included in this is our Investment Philosophy which outlines how we believe money should be carefully diversified and promotes control through a proper understanding of your need, capacity and tolerance for risk.

Ifac Investment Services Ltd, trading as ifac Financial Planning, is regulated by the Central Bank of Ireland with advisors located nationwide ensuring help is never far away when you decide to plan your pensions, investments or life assurance.

When providing advice, Ifac Financial Planning does not consider the adverse impacts of investment decisions on sustainability. Ifac Financial Planning will review this approach on an annual basis.

Discover how we’ve helped our clients look forward

Shared ambition leads to shared success