Providing you with the financial freedom you deserve
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Everything You Need to Know (But Were Afraid to Ask)
This downloadable brochure features everything you need to know about Tara Financial and our financial planning services, including:
- Who we are and how we work
- The value we can add to your life
- Frequently Asked Questions
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What our customers are saying…
Both Niamh & Conor have been brilliant from Day One looking after both my personal financial affairs and that of the company. Their advice is simple to understand and allowed us to put a strong plan in place for our financial future. We realised that some of the financial products we had previously been sold, were not ideal for us for the future. They are experts in their field and we found they always wanted to educate my wife & I too on the financial planning journey. I highly recommend Tara Financial Partners to anyone who wishes to put a financial plan in place and have a safe pair of hands to guide them.
Tara Financial Partners have made our Financial planning for our retirement so easy and straightforward. Although they are very professional their advisor Niamh took time to understand our current situation and our future Financial needs and came back to us with plans in easy to understand terms rather than in financial and taxation jargon. We are now delighted with our small portfolio put together with their guidance and now feel very financially confident for our retirement. Thank you very much for all your help.
I had an excellent consultation with Lisa who guided me through life policy options which catered to my personal circumstances. Very grateful for her professionalism and efficiency to help me feel secure about the future! Highly recommend.
“I had to pleasure of dealing with Lisa whose service was impeccable from start to finish. Like many, I was a novice in terms of setting up a pension and looking into bonds, but after a chat and several email exchanges with Lisa, I am far from a novice now. She really put my best interests first and was able to sort me out better than I could have asked for. Would 100% recommend Tara Financials to anyone looking into taking the first step in making big life financial decisions.”
We approached Tara Financial Partners when we were planning on introducing a Company Pension scheme and found them incredibly accessible. Their advisor Niamh came to us and took time to meet our team and take them through their individual needs. As our team has grown and each new member joins the scheme, they are happy to take an individual meeting and discuss their requirements before they join the scheme. The feedback from the team on this has been brilliant, the most used comment is that they take time to understand their needs, make it uncomplicated and talk in English rather than in complicated financial and pension language. We are delighted to be partnered with Tara Financial Partners for our Company Pension scheme.
Working abroad for many years as I have … having Kenny look after my financial affairs is pure peace of mind for me. Nothing is any issue with Kenny, his advice (based on my needs now and into the future) is simple to understand and allowed me to make what I consider are informed decisions with little hesitation. He is an expert in his field and I have always felt comfortable in the advice received. I look forward to working with Kenny for a long time to come even if I’m abroad or back home. I highly recommend Kenny and Tara Financial to anyone seeking good counsel on their financial present and future.
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