Without it we have no business.

We understand that our clients are placing their faith in us and the advice we provide them.

From protecting their families and themselves in the event of premature illness and/or death through investing for their future retirement needs, our clients need to know that they are receiving practical, independent, and sound advice.

Our management team have many years of advisory experience in the marketplace. Not only from a qualification’s basis but also from a variety of work experience backgrounds.

They believe, passionately, in continual learning and keeping abreast of all the latest products and services available to clients in the marketplace. This helps ensure that whatever your specific financial planning goals and objectives are, you will be presented with a solution that uniquely suits you. Not something pulled off the shelf.

Linked Financial has developed an online platform that guides you through the process of choosing the most relevant product to suit your needs’, helps you calculate the right level of cover you need, assess all the quotes available in the marketplace and chooses the option that suits you best. We then guide you through the application process.

Our intention is to remove the time-consuming element of having to meet a Financial Advisor to collate information that can be done just as effectively in the comfort of your own home, in your own time, using technology. We will continue to develop these processes and become one of the leading, technology driven businesses in the market.

Whatever your needs, our advisory process is built on the following 5 step process, widely recognized and approved by the Governing bodies that oversee the conduct of advisory firms in Ireland:

1. Get to know you
2. Undertsand your Needs
3. Build a proposal that meets your needs
4. Implement your Plan
5. Review your Plan regularly