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CORPORATE FINANCIAL SERVICES

Corporate services encompass a wide range of professional support solutions designed to help businesses operate efficiently and comply with legal and regulatory requirements. These services include company formation, legal compliance, accounting, bookkeeping, business consulting, HR and payroll management, corporate governance, and secretarial services.

OUR CORPORATE FINANCIAL SERVICE

At Donnelly Financial Planning, we offer a wide range of Company-specific financial plans to meet your company needs.

Protection Solutions

  • Keyperson Insurance
  • Co-Director Insurance
  • Partnership Assurance
  • Pension Term Assurance
  • Income Protection

Retirement Planning

  • Executive Pensions
  • Master Trusts
  • PRSAs (Personal Retirement Savings Accounts)
  • Post Retirement

Wealth Extraction Strategies

  • Tax Efficient Savings for your Business.
  • Tax-efficient Corporate Savings
  • Investments

Employee Benefits Arrangements

  • Group Pensions and PRSAs
  • Death in Service Schemes
  • Serious Illness Plans
  • Group Income Protection Arrangement

Why Choose Donnelly Financial Planning
Ltd for Your Pension Planning?

We guide you through the Corporate Planning Process and beyond to ensure you get the right results. We help you

Understand Your Auto Enrolment Options

From Personal Pensions, Executive Pensions, PRSA’s, Company Schemes, Master Trusts, Retirement Bonds, ARF’s, Annuities, Defined Contribution, Defined Benefit etc. we break down the complexities to empower your decisions.

Maximise Tax Benefits

Take advantage of tax relief while building a strong foundation for your retirement.

Stay On Track

With regular reviews, we ensure your pension aligns with your financial aspirations and life changes.

Frequently Asked Questions

Simply schedule a consultation with Stephen. He will discuss your goals, assess your risk tolerance, and design a personalised investment strategy for you.

There’s no one-size-fits-all answer. The minimum investment amount varies depending on the type of investment and your goals. We’ll work with you to create a plan that suits your financial situation.

Every investment has some degree of risk. However, Stephen employs strategies like diversification and risk assessment to help protect and grow your portfolio.

The liquidity of your investments depends on the specific type. We’ll ensure you understand the terms and conditions before making any commitments.

Take Control of

Your Financial Future

Start Your Investment Journey