Family Protection

Financial Protection for your family
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Pensions

Advise on planning for your retirement
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Investments

Impartial advise that reflects your particular circumstances

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Corporate Services

Protecting your company and its staff
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Employee Risk and Retirement Packages

Financial Protection for you, your family and your business
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Business Protection

Protect your business
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Inheritance

Inheritance and Succession Planning
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Mortgages

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How can we help you?

If you need professional and impartial advice in relation to your business or personal finances, then contact Prisma Financial Limited today to arrange a face to face meeting with one of our team of Financial Consultants. As an Impartial Broker, we deal with the leading Financial Services providers in the market enabling us to provide you with both value and choice.  We offer a vast range of experience and expertise to assist with your specific financial planning requirements. Click on any of the services listed below for further information or call us on 057 9332723. Better still, provide your details along with your query in the “Contact us now” section, and we will get directly back to you.

CONTACT US

Prisma Financial Limited
Unit 1, Riverview Commercial Centre, Kilbeggan, Co. Westmeath
057 9332723  info@prismafinancial.ie
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Prisma Financial Limited

Prisma Financial Limited

Financial Services Firm providing financial advice to Business and Personal Clients.

Prisma Financial Limited
2 days ago
Prisma Financial Limited

ARTICLE from @ITC | 𝟯 𝗶𝗻 𝟰 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗦𝗮𝘆 𝗣𝗲𝗼𝗽𝗹𝗲 𝗪𝗼𝘂𝗹𝗱 𝗦𝗲𝘁𝘁𝗹𝗲 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹𝗲𝗿, 𝗘𝗮𝗿𝗹𝗶𝗲𝗿 𝗦𝘁𝗮𝘁𝗲 𝗣𝗲𝗻𝘀𝗶𝗼𝗻
Earlier this year we conducted a survey to gauge the opinions of our advisors on recent developments in the pension space.

The survey of over 100 pension advisors covered topics such as:
➡️ ARFs Vs Annuities
➡️ Master trusts Vs PRSAs
➡️ Changes to state pension
➡️ Effects of Finance Bill changes to PRSAs...continue reading here >> www.independent-trustee.com/blog/3-in-4-pension-advisors-say-people-would-settle-for-smaller-earl...

#Advert #Survey #Advice #Support ... See MoreSee Less

ARTICLE from @ITC | 𝟯 𝗶𝗻 𝟰 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗦𝗮𝘆 𝗣𝗲𝗼𝗽𝗹𝗲 𝗪𝗼𝘂𝗹𝗱 𝗦𝗲𝘁𝘁𝗹𝗲 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹𝗲𝗿, 𝗘𝗮𝗿𝗹𝗶𝗲𝗿 𝗦𝘁𝗮𝘁𝗲 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 Earlier this year we conducted a survey to gauge the opinions of our advisors on recent developments in the pension space. The survey of over 100 pension advisors covered topics such as: ➡️ ARFs Vs Annuities ➡️ Master trusts Vs PRSAs ➡️ Changes to state pension ➡️ Effects of Finance Bill changes to PRSAs...continue reading here >> https://www.independent-trustee.com/blog/3-in-4-pension-advisors-say-people-would-settle-for-smaller-earlier-state-p/ #Advert #Survey #Advice #Support
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BUSINESS PROTECTION
Who we are: Prisma Financial Limited are a Financial Advisory firm providing impartial financial planning advice to both business and private clients. We are based in the midlands with clients nationwide. Our services include the following –

  • Investment advice and portfolio management,
  • Retirement planning including auditing of existing pension plans
  • Provision of advice and execution of new pension arrangements, both pre and post retirement,
  • Succession and inheritance tax planning
  • Business protection for Owners / Directors with Partnership/Co-Directors Insurance and Keyman cover
  • Protection of income, assets and business
  • Family protection plans
  • Education savings schemes.
  • Mortgage advice and mortgage applications

Please complete the short inquiry form below and we will get back to you shortly with more information.

 

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