Senior Executives

Enlisting the help of Saol Capital to create a tailored financial life plan suited to your individual circumstances will allow you to focus on your career, while we focus on securing your financial future.

From maximising on available employee benefits and pinpointing tax allowances that you are eligible for, to building a retirement plan that aligns with your goals and expectations, no stone will be left unturned in the creation of your Saol Capital financial life plan.

Our executive financial planning service includes:

01

Financial Guidebook

A personal financial guidebook that summarises your priorities, portfolios and action plan in one easy to understand document, which is confidential to you

02

Financial Plan

The creation of your bespoke financial plan, which will incorporate existing savings, forecasted income, benefits and tax exemptions, and investment opportunities

03

Assessment

An assessment of any pension schemes made available to you through your employer

04

Evaluation

An evaluation of all tax reliefs and exemptions you can avail of to ensure you are not overpaying

Which profile best describes you?

You’re beginning to think about retirement or perhaps you’re already retired and would like a second opinion.
You want to be financially organised.
You have more than €250,000 in pensions and investments.
You would like to know how your money is likely to grow and explore the kinds of resources you can expect to draw on in the future.

If one or more of these resonates with you, it’s time to get in touch with Saol Capital.

It’s never too early to secure your financial future and ensure peace of mind, so call us today for a chat and we’ll discuss how we achieve both, together.

+353 (0)87 344 5882

info@saolcapital.ie

Saol Capital, City Quarter, Lapps Quay, Cork T12 Y3ET

Long Strand Limited trading as Saol Capital is regulated by the Central Bank of Ireland

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