PGM Financial Services Limited
Area of Expertise:
Verified Since: January 2019
TRUST IN US TO HELP GUIDE YOUR FINANCIAL FUTURE
PGM Financial Services is an independent Financial Advisory firm for both personal and business clients.
We work in the Irish market helping individuals, families and small businesses accumulate investment assets, protect all assets and income, and distribute assets and income in retirement.
Specialties include Retirement Income-for-Life Planning, Income & Asset Protection, Tax Reduction Strategies and Life Assurance.
Financial Planning is the foundation on which investment decisions should be made. It is the dynamic framework we review to validate the purpose, goals and success of the fruits of our efforts!
• Always prioritise our customers needs
• Lead with exceptional Ideas
• Provide the best solution for our customers based on their needs
• Help Clients determine whether they are on the right path and fulfilling their investment goals
Patrick has been involved in advising clients over the last 30 years , it is our belief to engage with our clients ,establish their needs and provide solutions that suit their individual circumstances . We believe in having a close relationship with our clients .