Optima Financial

Optima Financial Glencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland

https://calendly.com/liamcarrollbbsqfa

Please click on this link if you would like to book a consultation for a time that suits you

I’m delighted to be joining Mary O’Brien Williams, Managing Director of Master HR Solutions, tomorrow morning for a Link...
29/10/2025

I’m delighted to be joining Mary O’Brien Williams, Managing Director of Master HR Solutions, tomorrow morning for a LinkedIn Live discussion on Auto-Enrolment and what employers and employees need to do to prepare.

A huge thank you to Mary — she really is a market leader in her field, and I’m looking forward to hearing her insights on this important topic

We’d be delighted if you could register and join us tomorrow at 10am on the link below.

https://www.linkedin.com/video/event/urn:li:ugcPost:7385969918741028864

Thanks for the support,

Liam Carroll
Optima Financial

Glencool Financial Services Ltd t/an Optima Financial is regulated by The Central Bank of Ireland.

AUTO-ENROLMENTOne-in-four businesses in Ireland have yet to take any action to prepare for the introduction of pension a...
13/08/2025

AUTO-ENROLMENT

One-in-four businesses in Ireland have yet to take any action to prepare for the introduction of pension auto-enrolment ahead of its launch on 1 January 2026, according to a new survey.

The research from professional services firm Aon found that only 7% of organisations have fully updated their internal systems and legal documents ahead of the launch, while just 4% have reached the stage of communicating to employees around the implementation of auto-enrolment.

Please see a link to an excellent piece by Brian O'Donovan

For a further look at the benefits of having a plan in place, you can also give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page.

https://lnkd.in/ei_A72Ui

0879914902
[email protected]

https://lnkd.in/gfyNgsBx

Estate PlanningPeople are thinking now, more than ever, about what will happen when they die. As part of this process, t...
05/06/2025

Estate Planning

People are thinking now, more than ever, about what will happen when they die.

As part of this process, they have started thinking about what they want to happen to their assets when they die, and with this has come the awareness that, for some of their beneficiaries, there might be tax to pay.

If this is something you need to consider, I would be more than happy to facilitate a meeting to answer any questions you might have, and to talk through what we can do, in order to get your family protected in a way that makes sense for you. You can do this by clicking on this link and make an appointment for a time that suits you

For a further look at the benefits of having a plan in place, you can also give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page.

0879914902
[email protected]

https://lnkd.in/gfyNgsBx

Glencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland.

Information is correct as at 04-02-2025 but is subject to change.

28/10/2024

In the fourth of our Series of short videos, we examine the area of Retirement Planning.

The closer we get to retirement, the more we start thinking about what we will have to live on The question you need to ask is “Are you putting enough aside to fund the type of retirement you want”?orAre you doing enough to avoid the type of retirement you don’t want?

Feel free to give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page .

I look forward to speaking with you.

0879914902

https://lnkd.in/eHNne9bemail [email protected]

Glencool Financial Services trading as Optima Financial are regulated by the Central Bank of Ireland

Thanks to all who turned out to our Business Owner Seminar at the Fitzgeralds Woodlands House Hotel & Spa. A huge turnou...
17/10/2024

Thanks to all who turned out to our Business Owner Seminar at the Fitzgeralds Woodlands House Hotel & Spa. A huge turnout to discuss Auto enrolment, a market update and Health and Safety information also.

Great presentations with huge value to all who attended from Kevin Fitzsimons Dara O'Brien and Adrian Carmody.

All proceeds on the morning went to Cliona's Foundation

Thanks to Paul Molloy , Anne Healy (Biddys Good Luck Horse Shoes) , Optima Training & Consulting Ltd , Julie Kilmartin and Orla Hickey for their wonderful prizes. Please support all and we really appreciate their generosity.

For more information please don’t hesitate to contact me.

09/05/2024

***If you can’t work***

In the first of a new series of short videos we outline the benefits of Income Protection and why one should take it out.

How would you cope financially if you were unable to work due to an accident, injury or illness?


Ask yourself …..
• How long would your employer pay you if you were on prolonged sick leave?

• How would you or your family cope financially after that?


Protect your income…


Terms and conditions apply. Benefits are subject to underwriting and acceptance by the life assurance company.

Glencool Financial Services t/a Optima Financial is regulated by the Central Bank of Ireland


Feel free to give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902.

I look forward to speaking with you.

0879914902
[email protected]
https://lnkd.in/eHNne9b

13/03/2024

n the fourth of our Series of short videos, we examine the area of Retirement Planning.

The closer we get to retirement, the more we start thinking about what we will have to live on

The question you need to ask is “Are you putting enough aside to fund the type of retirement you want”?
or
Are you doing enough to avoid the type of retirement you don’t want?

Feel free to give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page . I look forward to speaking with you.

0879914902
https://lnkd.in/eHNne9b
email [email protected]

Glencool Financial Services trading as Optima Financial are regulated by the Central Bank of Ireland

05/03/2024

In the third of our series of videos we discuss a vitally important topic called Estate planning.

People are thinking now, more than ever, about what will happen when they die.

As part of this process, they have started thinking about what they want to happen to their assets when they die, and with this has come the awareness that, for some of their beneficiaries, there might be tax to pay.

Attached below is a short video on how this taxation works and how a Section 72 policy may be a solution. Please feel free to contact us for further information

0879914902
[email protected]

https://lnkd.in/gfyNgsBx

Glencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland.

20/02/2024

In the second of our series of short videos we examine a hugely important topic called “Business Protection”.

IT WON’T HAPPEN TO OUR BUSINESS
Many business owners believe that it simply won’t happen to them. The chances of a partner or director, in a small business dying or becoming seriously ill before retirement, are probably a lot higher that you might think.

It may not be as expensive as you think .

For a further look at the benefits of having a business protection plan in place, feel free to give me a call on 0879914902 or book in on my Calendly link below. I look forward to speaking with you.

0879914902
[email protected]
https://lnkd.in/eHNne9b

Glencool Financial trading as Optima Financial is regulated by the Central Bank of Ireland

13/02/2024

***If you can’t work***

In the first of a new series of short videos we outline the benefits of Income Protection and why one should take it out.

How would you cope financially if you were unable to work due to an accident, injury or illness?


Protect your income…


Terms and conditions apply. Benefits are subject to underwriting and acceptance by the life assurance company.

Glencool Financial Services t/a Optima Financial is regulated by the Central Bank of Ireland


Feel free to give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902.

I look forward to speaking with you.

0879914902
[email protected]
https://calendly.com/liamcarrollbbsqfa/30min

26/10/2023

Estate Planning

People are thinking now, more than ever, about what will happen when they die.

As part of this process, they have started thinking about what they want to happen to their assets when they die, and with this has come the awareness that, for some of their beneficiaries, there might be tax to pay.

Attached below is a short video on how this taxation works and how a Section 72 policy may be a solution. Please feel free to contact us for further information

0879914902
[email protected]

https://lnkd.in/gfyNgsBx

Glencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland.

Address

Limerick

Telephone

0879914902

Website

https://calendly.com/liamcarrollbbsqfa/30min

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