Financial Expertise to Support Your Ambitions and Life Goals
At SGL Finance we pride ourselves in understanding our clients and what their objectives and goals are so we see ourselves as the sounding board for our clients the pathways our clients want to take. If you were our client, we would make sure that you understand.
- What retirement planning do you have for the future
- Have you adequate personal/family financial protection in place
- Make sure you have the opportunity of protecting and insuring your income
- Help you secure your first mortgage, trade up or evaluate your current mortgage
- Maximise your savings goals and find the most suitable home for your investment
- If you're a business owner have you reviewed your employer/employee benefits.
- Estate Planning
- Have you made a will
- Business expansion options
- Specialist services - redundancy options, financing elderly care, overseas pensions, pension adjustment orders
WHAT WE CAN DO FOR YOU
Retirement Planning
We always say that it is never too early or too late to begin putting a plan in place for retirement. There is a pension plan suited to your needs.
WHAT WE CAN DO FOR YOU
Life & Ilness Cover
Life and illness cover can be added together or purchased separately; we research the market for the best solution at the best price.
WHAT WE CAN DO FOR YOU
Mortgage services
For those who are trying to climb onto the property ladder, trading up or even buying that second home, we work with all the major lending institutions in Ireland to help you realise this goal.
WHAT WE CAN DO FOR YOU
Savings & Investments
We work with those just beginning to save to the experienced investors looking for more complex investment vehicles.
WHAT WE CAN DO FOR YOU
Income Protection
Arguably one of the most important financial products we offer. If you rely on your income to meet your monthly obligations, you require income protection.
WHAT WE CAN DO FOR YOU
Inheritance Tax Planning
We can help determine any potential inheritance tax liability and offer a tailored solution. If you are unsure how Capital Acquisition Tax (CAT) will affect your loved ones, contact us to clarify.
WHAT WE CAN DO FOR YOU
Group Schemes/Employee Benefits
From new start-ups to small family businesses to corporate enterprises, we can advise you on best solutions and evaluate and implement your employee benefit packages.
WHAT WE CAN DO FOR YOU
Business Protection
Whether you need to insure a key member of staff or protect the shares held by a company director, there is a solution.