Efficient Financial

Wicklow

864

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    harry.crummy@efficientfinancial.ie

    About Efficient Financial

    Over 40 years in business, an experienced and fully qualified team to help you with your financial planning needs.

    We are a specialist financial planning firm who provide a personalised service to a select group of private and corporate clients.

    You will benefit from qualified advice as our planners are:
    • Certified Financial Planners (CFP®)
    • Qualified Financial Advisors (QFA®)
    • Fellows of the Life Insurance Association (FLIA)

    You will benefit from our many years of experience in dealing with:
    • Personal Financial Planning
    • Investment Portfolios
    • Corporate and Personal Pension Plans
    • Self-Directed Investments
    • Life Assurance, Income Protection and Business Protection Plans
    • Estate Planning

    We are passionate about always doing the right thing for you and your finances.
    We take time to listen to you to understand your values, lifestyle goals and aspirations.
    Together we create a financial plan which evolves with you over time.

    Henry Crummy Insurances Ltd t/a Efficient Financial is regulated by the Central Bank of Ireland.

    Services Provided

    • Life Insurance

    • Income Protection

    • Mortgage Protection

    • Pensions

    • Investments

    • Specified Illness