Smart Money

TOTAL FINANCIAL CONTROL

Smart Money is a unique financial planning service that offers its clients guidance and control over their money.

Members of Smart Money with Nick Lawlor CFP can expect to receive a personalised financial planning service which will help them achieve their financial goals

Delivering real savings, financial direction and value for money is the core goal of Smart Money. Clients will have their own personal financial plannner on hand to guide them through their financial world year after year with a full personalised financial report delivered annually.

Membership come at a level that suits you and includes the following

1. Annual Financial Review

  • Health Insurance Review
  • Education Funding Planning
  • Pre & Post Retirement Planning
  • Protection Analysis
  • Savings and Investment Monitoring
  • Ongoing Financial Advice
  • Will Service

2. Tax Return Service

  • PAYE Returns
  • Landlords
  • Non PAYE Income
  • Tax Reliefs
  • Tax Credits
  • Rate Bands amended

Costs

Smart Money Membership - €30 per month

Smart Money with PAYE Return - €40 per month

Smart Money with PAYE/One Rental Property Tax Service - €50 per month

*More Complicated Tax Service is available and will be billed seperately

 

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Lawlor Financial Planning Leixlip Certified Financial Planner

About

I launched my business in 2011 following several years working in the financial services industry with the single aim of trying to deliver fair, honest and independent financial planning advice to individuals and companies. Read More

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