Services – Curran Delaney Financial Services

Our Services

Investments, Pensions, Life & Serious Illness Protection, Family Income Protection, Income Protection

Pensions

Did you know that if you were part of a Group Pension Scheme with a previous employer you may be able to transfer your Pension into your own name? This gives you greater control over the way your Pension is invested.

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Pensions are still the most tax efficient way of saving for your retirement. Whether you wish to start a Personal Pension Plan or join a Group Pension Plan, your contributions can be offset against income tax subject to Revenue rules. Any growth that is achieved in your Pension Plan grows tax free and you can also avail of a tax free lump sum at retirement subject to Revenue rules. Pension Plans are very flexible and portable and you can avail of options such as early retirement and tax free cash at retirement.

So whether you are looking for advice on an existing Defined Benefit Pension Plan or a Defined Contribution Pension Plan or if you are looking to start up a new Pension Plan, talk to us today, where we can give you advice and set up a Pension Plan to suit your needs. With a pension calculator we can help you decide on the level of pension contribution that you need to make in order to help give you and your family financial security at retirement.

With a careful assessment of your current financial situation through the use of our simple Fact Find tool, we can establish your attitude to investment risk and advise you on investment products that are best suited to your needs. So, if you have a lump sum to invest, which maybe be sitting in your bank account being depreciated by inflation, talk to us today for a real investment solution.

Investments

People are now saving more than ever and with so many investment options to choose from it can be very difficult to decide upon an investment or savings strategy to suit your needs.

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You can trust Curran Delaney

The company is a Financial Broker which means that the principal regulated activities of the firm are provided on the basis of a fair analysis of the market. Curran Delaney Financial Services Ltd is regulated by the Central Bank of Ireland.

Please contact us on 01-846 5785

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Income Protection

It has never been more important to protect your income against being unable to work due to accident or injury

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In many cases people who find themselves in this situation end up relying solely on social welfare payments, which is generally just a fraction of their regular income. As a result they suffer a dramatic shortfall in their income.

You can protect your income against accident or illness by taking out an Income Protection Plan commonly known as Permanent Health Insurance (PHI). With our help, you can decide how much of your income you wish to protect and remember the premium is tax deductible subject to Revenue approval.

To find out more about Income Protection Plans or to get a quote, talk to us today.

We insure our homes, our contents, our cars, our holidays and even our mobile phones. But what do we do to protect our children financially in the event of the untimely death of one or more of their parents? If the main income earner passes away how does the surviving parent cope with the dramatic fall in income? How do they cope with the day to day costs of providing food, paying utility bills, paying for children’s clothes, paying school expenses and much, much more?

The answer is to insure the lives of both parents. The cost of Life Assurance can be very good value and the younger you take out a policy the cheaper the premium can be. We will help you to decide on how much life assurance you need and for how long you need it. To find out more and to obtain a competitive quote, talk to us today.

Did you know that if you take out a Pension Term Life Assurance Policy that you can offset the cost of the premium against income tax, subject to Revenue rules?

Family Protection

We all want to protect our children as much as we can against all of the elements that life throws at them.

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Any more questions? Feel free to write us a mail!

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Curran Delaney Financial Services Ltd | 50 St. Brigid’s Road, Artane, D05 C7R8
Phone: +353 (01) 846 5785 | VAT-Number: 56473643

DISCLAIMER

Curran Delaney Financial Services Ltd is regulated by the Central Bank of Ireland. The value of your investment can go down as well as up. Past performance is not a reliable guide to future performance. Your investment may be affected by changes in currency exchange rates. If you invest in these products, you may lose some or all of the money that you invest. Copyright Curran Delaney Financial Services Ltd 2022

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