Cantwell Financial Advisors Ltd.

Cantwell Financial Advisors Ltd. Cantwell Financial Advisors Ltd is an Independent Financial Broker where we offer advice on pensions

Established in October 2013 Cantwell Financial Advisors Ltd is an Independent Financial Broker where we offer a service that is tailored to your exact needs. Our independent status means that we are not tied to any particular company and so we can research the Irish Financial market and select the best options for you. We recognise that planning for your financial future is 'All About You': Your A

mbitions; Your Family; Your Health; Your Business & Your Outlook on Life. We provide bespoke & personalised solutions that cater for each person's unique requirements by working in a relationship with our clients. Our process entails meeting our clients and learning about what is important to them and then coming up with solutions for these requirements. With our in depth knowledge & expertise in financial matters, complemented by a highly personalised service means we are ideally positioned to help you achieve your own Financial Goals.

We are delighted to help out Waterpark Rfc with sponsorship. A fantastic rugby club with a brilliant club ethos.
21/08/2023

We are delighted to help out Waterpark Rfc with sponsorship. A fantastic rugby club with a brilliant club ethos.

Women in Business feature, celebrating International Womens Day, in this weeks News & Star newspaper …
08/03/2022

Women in Business feature, celebrating International Womens Day, in this weeks News & Star newspaper …

16/03/2020

Good Afternoon,
In light of the current environment we are putting precautions in place to reduce any risks therefore we have decided to close our office to the public.

I WILL STILL BE AT THE END OF THE PHONE, EMAIL AND ONLINE AND WILL CONTINUE TO WORK AWAY AS NORMAL.

I can also arrange video meetings to limit any face to face contact.

We are hoping that these measures with help towards the battle against this virus and keep all of us and all of our families safe.

We had a few queries regarding life cover, illness cover and income protection - this is not anything that any of us would like to think about but I would like to give you and your families the following reassurance:

- Do Life policies pay out for Covid 19? Yes, on receipt of a valid death cliam
- Do Income Protection policies pay out for Covid 19? If you are diagnosed with Covid 19 and meet the definition of disability after the normal deferred period, Yes you will be able to submit a claim
- Do specified illness policies pay out for Covid 19? No Covid 19 is not a defined illness. However, a client may be eligible to claim for conditions arising from Covid 19 if the serious illness definition is met
- For new policies, if a client discloses that they have tested positive for Covid 19 will they be accepted for cover? - Cover may be possible but would be postponed until a full recover has been made.

We hope everyone stays safe until we can stop this virus.
If anyone has any queries please do not hesitate to contact me.
Karen
-

Wishing everyone a very happy Christmas & a fantastic 2020!
24/12/2019

Wishing everyone a very happy Christmas & a fantastic 2020!

https://www.cantwellfinancial.ie/budget-2020-what-you-need-to-know/
08/10/2019

https://www.cantwellfinancial.ie/budget-2020-what-you-need-to-know/

The 2020 Budget details were announced in the Dail by the Minister for Finance on 8th October 2019. We look at the main changes impacting on clients. No change in income tax & USC bands or rates There is no change in income tax and USC rates and bands for 2020: Income Tax rates and bands …

After ‘Back to school’ season is always a good time to review your current household income & expenditure.  We can assis...
03/09/2019

After ‘Back to school’ season is always a good time to review your current household income & expenditure.
We can assist you in this by reviewing your current protection premiums, analyzing the costs & charges of your pensions and/or investments and look at setting up educational savings plans for the future. Below you will find a link to a handy household budget calculator ....

Budget planning for the Household. Back to school time can be an expensive time for families each year with fees, uniforms, books, and activities at the very least!

Receive a €100 bonus when you start your pension .....
09/08/2019

Receive a €100 bonus when you start your pension .....

Under 35's receive €100 bonus for starting your pension

16/06/2019
Why Pensions still Make Sense ....
11/06/2019

Why Pensions still Make Sense ....

Pensions - why they still make sense

31/12/2018
https://www.cantwellfinancial.ie/turn-company-profit-personal-wealth/
27/11/2018

https://www.cantwellfinancial.ie/turn-company-profit-personal-wealth/

So the Tax Return Pay & File deadline has now passed, but there are still ways to be more tax efficient that you can avail of by the year end One of the most attractive, tax efficient ways for company directors to extract profits from a company and turn them into personal wealth is to …

Address

3 Main Street, Tramore
Waterford
X91VY7W

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+353868214534

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