At Eolas Money, our objective is to provide independent financial planning and guidance which is effective, efficient and at a cost which is understood. Everything we discuss with you is, of course, confidential. We can only advise you effectively if we have all the information relevant to the matters on which you have sought our advice. It would therefore be helpful if you could take a little time to complete this FactFind.
As our Financial Planning work together involves us making recommendations to you both for today and for your future, it is important for us to understand who else in your family (a) may be impacted by any such recommendations and (b) may need to be included in any such recommendations and for how long.
Why we ask this? As our Financial Planning work together involves us making recommendations to you both for today and for your future, it is important for us to understand who else in your family (a) may be impacted by any such recommendations and (b) may need to be included in any such recommendations and for how long.
We confirm that we have completed this fact find to the best of our ability and that all material information disclosed reflects accurately our current financial position and attitude to risk.
Eolas Money confirms that the personal information contained within this fact find shall be held in the strictest confidence. Eolas Money Management Limited, T/A Eolas Money is regulated by the Central Bank of Ireland.
