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Office 5b, Portlaoise Enterprise Centre, Clonminam Business Park, Portlaoise, Co.

Laois Office: 05786 66510 Mobile: 087 2902206 Email: david@peavoyfinancial.ie Website: www.peavoyfinancial.ie

stablished in October 2013, Peavoy Financial Planning recently opened its new ofces at the Enterprise Centre in Clonminam Business Park in Portlaoise. Peavoy Financial Planning is an Independent Financial Broker who offer advice on Life Assurance, Pensions, Savings and Investments. David Peavoy, who is originally from Mountrath, has extensive knowledge of the Insurance Industry having previously worked with Canada Life Assurance as a Corporate Pensions Manager and Intermediary Consultant for over 17 years. At Peavoy Financial Planning, David works with both business owners and families, helping them put in place balanced programs to improve their asset accumulation through both tax efcient pension structures & normal diversied investment structures, whilst also taking care of the risks that present themselves along the way. At Peavoy Financial Planning they recognise that everyone is different. Financial Planning and Financial Advice is all about you the customer and as result we always keep the client at the centre of the recommendations we put in place. We provide a wide choice of solutions to our customers through our established partnerships with both indigenous and international insurance companies. We hold agencies with all the

major insurance companies and as a result offer all our clients independent impartial advice tailored to their particular needs. Our independent status means we are not tied to any insurance company which ensures we select the best personalised solutions for each of our clients. Most importantly however, before making any recommendations we spend time with our clients listening to their goals and identifying potential risks in their nancial world, Peavoy said. As they say in their slogan, Service makes the Difference. At Peavoy Financial Planning they believe in this. We engage with our clients on a frequent basis, to ensure that they fully understand and are engaged in the management of their life, investment and pension plans. This allows them make informed decisions consistent with their changing circumstances and the ever changing global economy. With Deposit Interest rates at an all-time low and Dirt Tax at 41% enquiries about investments have risen in the last number of months. It now may be time to look at alternative savings and investment options, away from traditional deposit accounts and to assess your investment objectives in line with your attitude to risk said Peavoy. Whether it is regular savings for your childrens education or investment of a lump sum, when we meet with you we go through a detailed research document

and create a report for you compromising our ndings and then critically, educate you on our recommendations. Once you are comfortable with our investment recommendation and you decide on your investment, we follow up with regular feedback to ensure there are no surprises and that your plan remains on track to full its goals said Peavoy. One of the most popular services offered at Peavoy Financial Planning is their Life and Pensions Audit. A Life and Pension Audit is a full report on all your existing and paid up life and pension policies and has three elements 1 Policy schedule: this sets out all your policy details in one place. 2 Cost comparison: we will assess the premiums that you are currently paying for your life cover and other benets and ensure that they are the most competitive in the market. We will work with you to clarify that each policy in place is still appropriate to your current needs. We will analyse your existing investment and pension strategies and ensure they match your current risk prole. 3: Recommendation: Once the audit is complete we will outline certain recommendations. It is then up to you what further action you take. The Life and Pensions market has changed signicantly in the last ve years and our clients have found that an audit can lead to

appreciable savings in their outgoings. The National Consumer Agency recently published their latest life insurance comparison survey, which shows that taking time to research the best cover could result in big savings for you. The survey looked at four different proles and found differences of up to 5,687 on dual term life insurance and 3,881 on mortgage protection over the lifetime of the policies. Small differences in monthly premiums really add up, said Peavoy. So why should you meet with Peavoy Financial Planning? We want to hear from you. The rst thing is not to think of it as a one off event. It starts with the Life and Pensions Audit in assessing what you have. It is then an on-going process of setting goals, evaluating where you stand against them, and reviewing your progress towards them. Its planning your childrens and familys futures. Making sure retirement is going to be what you hope it is. And, if things go wrong, making sure your family are protected from the consequences. Quite simply whats in it for you, is peace of mind. For further information, visit www.peavoynancial.ie or telephone David Peavoy on 087-2902206 or 057-8666510 or e-mail at david@peavoynancial.ie David Peavoy t/a Peavoy Financial Planning is regulated by the Central Bank of Ireland.

David Peavoy
BA, QFA, LIAP

Services Provided By Peavoy Financial Planning


Personal Pensions Income Protection Estate Planning Partnership Insurance Key person Insurance Approved Retirement Funds Investments Mortgage Protection Annuities

FINANCIAL ADVISOR
David has over 18 years experience in Financial Services. He began his career in Financial Services with Canada Life in 1996 and quickly worked his way up through the ranks to become manager of their Cork Branch Ofce in 1999. In 2001 he returned to Canada Life in Dublin to manage the Corporate Pension Division for 4 years before moving on to work as a Pensions & Investment Consultant, where he spent 7 very successful years. His relentless commitment to client service, keen analytical skills & professional attitude ensured that best t solutions to client requirements were always achieved . These varied roles were an ideal foundation for his work as a nancial broker. David is a Qualied Financial Adviser (QFA), holds a Pension Diploma from the Life Insurance Association of Ireland and has a Bachelor of Arts (Economics & Geography) Degree from University College Dublin. As a QFA David undertakes comprehensive and ongoing continuous professional development which covers all updates in pensions, investments, life assurance and regulatory changes.

Executive Pensions Company Pensions Life Assurance Serious Illness Educational Savings Plans PRSA/ PRSA AVCs Retirement Bonds

Ofce 5b, Portlaoise Enterprise Centre, Clonminam Industrial Estate, Portlaoise, Co. Laois Contact Ofce: 05786 66510 Mobile: 087 2902206 Email: david@peavoynancial.ie Web: www. peavoynancial.ie David Peavoy t/a Peavoy Financial Planning is regulated by the Central Bank of Ireland.

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