• Home
• About Kilkee
• Personal Financial Planning
• Planning Process
• Investment Management
• Other services
• Service Packages
• Testimonials
• Contact us

Other services

As well as asset management, we provide advice in the following areas:

Retirement Planning

Retirement planning focuses on setting goals and creating a strategy for accumulating wealth for your retirement. This is normally achieved through contributing to a pension scheme. Retirement planning also includes devising the most suitable way to take income in retirement based on your requirements and attitude to risk. This may be through purchasing an annuity or going into income drawdown.

Risk Management

Risk Management is the use of insurance strategies to reduce your financial risk. This may involve building up emergency funds and putting in place insurance policies such as life insurance or income protection to deal with the financial pressures when life does not go to plan.

Estate Planning

Estate planning involves ensuring that the maximum value of your estate is passed on to your heirs as intended. This may involve ensuring that you have appropriate wills in place, using trusts, gifting and maximising your allowances. Where appropriate we will also work together with your solicitor.