To provide a professional service in terms of our clients’ needs which we will
continuously work with you to help you build the kind of future you desire.

Given the increasing complexity of regulations attached to financial products, falling deposit rates and the pension crisis the country is facing, professional financial advice has never been more important. Professional advice can provide reassurance about your financial situation and show the real value of seeking advice.

We strongly recommend that you seek professional advice.

However, the value of professional financial advice and its effects goes far beyond this. We all want to be confident when making decisions about our finances and we want to have an adviser who understands our personal circumstances – what we have today and what we want for the future.

Our Offering

We promise to offer advice on a fair and personal analysis basis in relation to all Financial Services products and services. Fair analysis of the market means providing services on the basis of a sufficiently large number of contracts or investment products and product producers available on the market to enable us to make the best recommendation to you in your required area.

What does Wallace Financial Offer – in a nutshell :  FINANCIAL WELLBEING

  • We want to ensure that you fully understand the options available to you so that the decision(s) made are based on informed and recommended research

  • We get to know you, your personal and financial circumstances, retirement plans and your attitude to and capacity for risk.

  • We will guide you through the process of meeting your current and future financial needs.

  • We help you to make sense of plan charges, tax reliefs available and other beneficial options that may arise long the journey.

  • We advise and assist you in developing a well-researched and structured investment strategy which is designed to achieve your financial goals in as far as possible.

Our End to End Advisory Service

We want to provide an end to end advisory service that will help you from the commencement of your financial journey and all the way to the end, overcome each obstacle that comes in your way. We may not have all the answers along the way, but we will try to provide an ongoing service that will keep an eye on your personal circumstances and financial roadmap while navigating the best route for you to take.

Wallace Financial offers a full range of services and solutions in the following areas:

  • Retirement Planning

  • Risk Management

  • Investment Management for personal assets

  • Investment Management for pension assets

  • Specialist Guidance on estate and succession planning

  • Cashflow Planning & Tax efficient investments

  • Redundancy Calculation & Benefit Analysis

We use Cashcalc – Financial planning software tool

We want to make the financial wellbeing process simpler, more visual and more productive with incredibly powerful and intuitive tools. The software we have chosen, Cashcalc, gives us a suite of tools and calculators that covers all aspects of financial planning and allows us to prepare concise and compliant reports that can be handed to our clients as part of an overall financial wellbeing pack. We see this Cashcalc as a superior and sophisticated tool that can add value to your client offering over time.

For a better understanding of Financial Wellbeing, please call Wallace Financial on 087-8167221 or email info@wallacefinancial.ie