About our Firm
We are a professional financial services business based in Laois. We work with business owners, families and individuals, right around the country, but mainly in Laois and the surrounding counties.
Our owner is David Peavoy, who has over 25 years experience working in financial services. Before establishing Peavoy Financial Planning in 2013, David served his time in a number of key managerial roles with the Canada Life Assurance company.
We are financial advisers, who give you the choice of both product and provider. When we give you advice and recommendations, we take into account solutions from the majority of providers in the Irish market. This means, you get market wide advice from one source and we are always able to benchmark how your insurance, investments and pensions compare to what’s available elsewhere.
Our services include the following; Retirement Planning, Savings & Investments, Protection Planning, Business Protection and Inheritance Tax Planning. We have a specialist service and expertise in corporate pensions for directors and business owners. We offer a range of pension options, including self-administered pensions for people wanting greater control of where their pension money is invested. In all cases we outline the pros and cons of different choices to our clients, so they can make fully informed decisions.
We aim to develop a long term relationship with our clients. International and Irish studies have shown how consumers with long term advisers have substantially greater wealth and this is what we try to bring to your financial planning.
We are transparent and open with our clients about our services, remuneration and charges. We currently advise a growing number of business and professional clients and help enable them implement optimum solutions in their financial planning. This engagement gives our clients the security, knowledge and peace of mind, that financial options have been explained to them and they have a clear strategy for their financial future going forward.
David Peavoy BA, QFA, LIAP is the Owner of Peavoy Financial Planning whose practice is based in Office 5b, Portlaoise Enterprise Centre, Clonminam Business Park, Portlaoise, Co Laois.
David Peavoy T/A Peavoy Financial Planning is regulated by the Central Bank of Ireland
Disclaimer: All data and information provided within this blog is for information purposes only. It should not be taken as specific advice for your situation. Peavoy Financial Planning makes no representations as to the accuracy. completeness, or suitability of any information and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its use