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    Financial Planning is a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make decisions and stay on track to meet your goals.

    At Baggot Investment Partners we offer a comprehensive Financial Planning service utilising the latest modeling software to produce a detailed road map for your financial future.

    This allows you run different simulations and see the impact small changes can have over the longterm
    If you are serious about managing your financces then a financial plan is the first step on the right road.


    Peter Brown has over 35 years’ experience in the financial markets and is an expert in financial products and modeling future financial scenarios. He is Head of Education at the Institute of Investing and Financial Trading (IIFT.ie) where he developed the highly regarded investor diploma. Peter lectures the module on Financial Planning and in conjunction with accountant and financial advisor Tony Fitzpatrick FCCA, MCSI, QFA complete your financial plan.


    Financial Planning

    • Will we be alright, secure and comfortable
    • If I wanted to reduce my working week, could I?
    • What is the earliest age I could retire?
    • How much is enough-will we be ok?
    • Can we afford to help the kids out financially?
    • What about potential nursing home costs, could we afford them?
    • What if rates of return change or inflation rises

     

    Trusted Financial Commentator :


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