The basis of what I do for my customers is Financial Planning which takes a holistic view of your life plans and provides practical financial plans to suit.
There are three parts to this:
1. To protect your most valuable asset, your INCOME, from 3 major threats: Retirement; Illness; Death – RID. Do not get RID of your income, protect it.
2. To protect your other assets, home, business, savings, etc.
3. To provide a suitable financial plan to meet the cost of your life goals.
For your convenience I offer appointments outside office hours and I can bring my services to you in your home or place of business. Services can be provided electronically, if required.
As a qualified financial adviser and using vast experience, I will assess and recommend the most suitable financial plans for you. Recommendations and reasons why will be provided in a ‘suitability document’, using straightforward language.
A sound financial plan can only be provided by considering your wishes and needs, so your best interests matter. Once we have established a plan, I will take care of the process from start to finish. Any communication, adjustments, queries, claims, etc. can be directed through me, so you will always know who you are dealing with.
You can be assured that I am fully committed to ethics and clarity when providing financial services to my customers.
I subscribe fully to integrity and confidentiality. I am fully committed to the Consumer Protection Code as laid down by the Central Bank of Ireland and to the Principles and Ethics therein.
Leinster Financial was established in 1997 and John Greene has been helping customers with their financial planning since 1991.
You have access to a variety of financial plans through Leinster Financial. I provide services such as financial planning, financial reviews and products such as, pensions; illness cover; retirement plans; income protection; business protection, etc. Choice is extended through agencies with the six life companies in Ireland – Aviva Life & Pensions (incorporating Friends First); Irish Life (incorporating Canada Life); New Ireland; Royal London; Standard Life and Zurich Life.
Phone / Text / On-Line / Email / Post
I am available to take your phone calls from 9am to 5.30pm Monday to Friday - 01 624 7890 / 087 270 8568
I accept text messages and you can request a call back by phone, text, email and on-line.
Any time by on-line contact
Any time by email firstname.lastname@example.org
Any time by post
(on-line contact, emails & post received after 5.30pm and at weekends are usually dealt with the following working day)
There is a large amount of information available on my website 24/7 www.leinsterfinancial.ie