Joe Coyle

Financial Consultant

Menu

Skip to content
  • Home
  • Financial planning and advice
  • Our Agencies
  • Our Fees
  • Privacy Statement
  • Why Choose Us
  • Talk To Joe
  • My Story So Far

Joe, Jim and Sam

Share this:
Share this page via Email Share this page via Stumble Upon Share this page via Digg this Share this page via Facebook Share this page via Twitter
This entry was posted in Financial Advice on March 26, 2013 by jcfc.

Post navigation

← Financial planning and advice Co-habiting couples could have to pay Inheritance Tax if their Life Assurance Policy is not structured properly ….Talk to Joe →

Do You Need Our Services?
- Ask Yourself


Protection

  • In the event of my death will….
  • My debts be paid off?
  • My Income continue, reduce or cease?
  • My children’s education be paid for?
  • My business /business partner be protected?
  • My children have inheritance tax to pay?
  • If I become seriously ill will…
  • I have the funds to cover medical expenses, debt repayment, Income
  • replacement , convalescence etc.?
  • If I suffer long term disability will….
  • My income continue, reduce or stop?

Retirement Planning – tax effective planning for self-employed, company directors or employees

  • At what age do I want to retire?
  • What income will I need?
  • Where will that income come from?
  • How do I fund for the shortfall?

Savings & Investments

  • Do I save regularly to provide for a house deposit, children’s education, retirement etc.?
  • Do I have money Invested or on deposit?
  • Do I know what my appetite for risk is?

Archives

  • November 2015
  • June 2015
  • May 2015
  • March 2013
  • January 2013

Categories

  • Financial Advice