Wealth Management

PKF-FPM provides wealth management and financial planning consultancy and administration services in partnership with Independent Financial Advisors.

 

At PKF-FPM we can help you grow and protect your assets. We will help you develop clear wealth management goals and establish a concrete plan for attaining them. We will also advise on how best to transfer wealth to your family and heirs.

Our specialists spend time with each client identifying their needs and developing an appropriate wealth management strategy to meet those needs.

 

Our wealth management services focus on wealth creation, wealth management and wealth retention, and include:

  • Pension planning
  • Personal insurance protection
  • Estate and Inheritance tax planning
  • Investment planning
  • Planning through the use of Trusts
  • Retirement planning

Contact us for more information on how we could help your business:

Feargal McCormack f.mccormack@pkffpm.com Phone number 028 302 610 10
Paddy Harty p.harty@pkffpm.com Phone number 028 302 610 10