Investment Centre

Our Ethos

  • Cost is really important

  • Complexity doesn't add any value (in fact the opposite is usually the case)

  • Invest based on evidence and data (which we have loads of) Ignore the noise

  • Behaviour matters Don't buy at the top and sell at the bottom

A simple three step process

1Prepare a sustainable Financial Plan with one of our advisors

2Where appropriate, set up cost effective long term pension / investment plans to allow you to meet your goals

3Review on a regular basis

Why PFP Financial?

Expertly assembled investment portfolio to match your risk return preference

Use for pensions or investments

Low cost offering

Cutting edge technology

Constantly and carefully reinvest in our people and processes to ensure we get it right for clients

Partner with market leading participants such as Irish Life, Conexim, Zurich Life, New Ireland and Dimensional Fund Advisors and more

Simple process

Unique de-risking process as you near retirement

Regular updates

Quarterly newsletter from expert contributors (tax, lifestyle, investment, health)

We offer...

Personal Pensions
Company Pensions
and ARFs
Buy Out
Regular Savings Plan
Lump Sum Investments

Get in touch

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