Summit Financial Planning

Verified Since: January 2019

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Summit Financial Planning Ltd is a Dublin based brokerage which provides quality financial advice to a broad range of clients including professionals, companies, company directors, business executives and the self-employed. An extremely important part of our philosophy is to make pensions, investments and protection cover simple and easy to understand for our clients. We appreciate that financial products can be very confusing and complex, so we speak in a language clients can understand.

Summit Financial Planning Ltd holds agencies with all the major life companies and some smaller boutique investment firms in the market. This ensures that our clients receive quality advice and recommendations most suited to their individual needs. Clients receive a professional and friendly service from Summit Life & Pensions at all times.

2 Argyle Square, Donnybrook, Dublin

Ian Feighery is the owner of Summit Financial Planning Ltd and has over 20 years’ experience in the financial services industry. Prior to setting up his business in 2013, Ian held senior positions within a large insurance company and also worked as a wealth manager in a practice which dealt with high net worth clients.

He is a Qualified Financial Adviser (QFA), Retirement Planning Adviser (RPA) and also is a Fellow of the Life Insurance Association (FLIA).

Ian is a big sports fan and loves to attend and watch many sports. He also tries to get out as much as possible to play golf when he has the time!

Pensions

Investments

Savings

Company Pension Transfers

Mortgage Protection

Life Insurance

Income Protection

Inheritance Planning

Business Protection

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