We Are The Financial Planning Experts
Travers Financial Planning Ltd is an Irish owned family firm based in Arklow, Co. Wicklow.
We specialise in providing pension advice, financial planning and wealth management services to clients nationwide who want to achieve their personal and financial goals.
Cashflow analysis
Driven By Our Focus
Plan
The first step in our service is to listen to you to establish your existing finances and future objectives. We then provide a written financial plan covering your retirement goals, investment strategy and inheritance planning.
This plan gives you a template to make all your financial decisions as part of a logical, long-term strategy.
Implement
Once we have agreed your financial plan and investment strategy, we research and select the best financial products in the market to achieve your goals. Then we manage the entire implementation process promptly and efficiently.
Review
As part of our personalised service approach, we regularly review your financial plan and investment strategy. If your personal circumstances or goals change, we can adapt your financial plan quickly. As the markets change, we recommend changes to your investment strategy. When new technical ideas emerge or tax rules change, we make the necessary adjustments to your financial products.
Our Four Pillars
Returns:
- Past returns are no indication of future performance.
- Markets are inherently unpredictable – diversification is integral.
- Return is not the only consideration – your objectives along with risk are also important factors.
Risk:
- Risk should be carefully controlled through the asset allocation and differing investment strategies.
- Some risks tend to add to expected returns; others simply increase risk with no benefit.
Costs:
- We aim to keep costs as low and transparent as possible and always invest in the most tax efficient structure.
- Active management, which tends to have higher fees, should not be the only part of your overall portfolio.
Taxes:
- Taxes need to be considered when making investment decisions, so understanding the tax impact should be taken into account.
- Tax loss harvesting should be incorporated when possible.
Investment Philosophy
What Sets Us Apart
Why should you choose Travers Financial Planning Ltd?
Building Trust
Trust is earned by saying what we will do, sharing why and delivering what we said we would — transparently.
Focus On Results
We believe our performance comes from adhering to a structured and transparent investment process.
A Dedicated Team
A professional, confidential, friendly and efficient service which is second to none.
Simplicity
We cut through the usual complexity and provide our advice in an easy to understand, jargon-free manner.
Diversity
Every person is different and we understand that any financial product must be tailored to recognise these considerations.
Proven Track Record
We believe in the value and importance of advice which is key to achieving the best outcomes.
Our Trusted Providers
