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Milford Financial Services
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Milford Financial Services
Mortgage Protection
We are impartial and will search the market to find you the Market lowest price.
If you haven’t reviewed this area recently or received your mortgage protection from a bank, We can help reduce your costs but keep your required level of cover!
Business Protection
Business Protection Insurance, also known as Keyperson Insurance, is an insurance policy that protects the lives of key persons within a business, partnership Insurance or Section 72 Polices for Inheritance Tax bills etc.
Financial Planning
Financial planning sits at the centre of everything we do for our clients.
We provide a client-centric approach to all out interactions and the advice is driven by your wants and needs.
Life & Serious Illness Cover
Life cover also known as life insurance, is a contract between an individual and an insurance company.
Serious illness cover also known as critical illness insurance, provides financial protection if you are diagnosed with a specified serious illness.
Mortgages & Re-mortgage Options
Mortgages in Ireland involve a broker acting as an intermediary between clients and financial institutions to secure home loans. Re-mortgage focus on clients who already have a mortgage but want to switch to a different lender or product.
Point of Retirement Advice
Refers to financial guidance provided to individuals approaching retirement. This service ensures that retirees make informed decisions about their pensions, investments, and overall financial well-being as they transition from working life to retirement.
Investments
The process starts with finding out about you and your investment goals: how long you want to invest for, what is the money required for, have you provided for short / medium / long term financial needs, etc. We then make specific investment recommendations for your particular requirements.
Savings
This investment approach is suitable for those looking to grow their savings/lumpsums over the medium to long term, benefiting from professional fund management and the potential for higher returns compared to traditional savings accounts.
Income Protection
Is an insurance policy designed to provide financial support if you are unable to work due to illness or injury.
It pays a percentage of your regular income, of up to 75%, until you are able to return to work or reach the end of the policy term.
Inheritance & Succession Planning
Inheritance and succession planning involve preparing for the transfer of assets, wealth, and leadership responsibilities from one generation to the next, whether within a family or within an organization.
Pension & Retirement Planning (Pre & Post)
Designed to help individuals effectively manage their finances before and after they retire, ensuring financial stability and peace of mind during their retirement years.
Director & Corporate Pension Schemes
In Ireland, directors' pensions and corporate pension schemes play a crucial role in providing retirement benefits for company directors and employees.
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A pension is a retirement savings plan designed to provide you with an income when you retire, replacing your employment earnings, that benefits from tax relief on the premium.
Life cover, also known as life insurance, is a policy that pays out a lump sum to your beneficiaries if you die during the term of the policy. It provides financial security for your loved ones.
Income protection is insurance that provides you with a regular income if you are unable to work due to illness, injury, or disability, ensuring you can meet your financial commitments.
Serious illness cover, also known as critical illness cover, is an insurance policy that pays out a lump sum if you are diagnosed with one of the specified serious illnesses listed in your policy.
Unit-linked investments are financial products that invest in various funds tailored to your attitude to investment. The value of the investment is linked to the performance of the underlying funds.
