Family Protection

Financial Protection for your family

Pensions

Advise on planning for your retirement

Investments

Impartial advise that reflects your particular circumstances

Corporate Services

Protecting your company and its staff

Employee Risk and Retirement Packages

Financial Protection for you, your family and your business

Business Protection

Protect your business

Inheritance

Inheritance and Succession Planning

Mortgages

Impartial advise on whats best for your circumstances

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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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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PENSIONS

LIFE PROTECTION

INVESTMENTS/SAVINGS

INHERITANCE/SUCCESSION

CORPORATE SERVICES

MORTGAGES

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