How It Works - Dempsey Financial Services

It All Starts With Good Communication…

You tell us all the problems. You might have made an investment in property that isn’t working out. You may not have enough in your pension or not have a pension at all. Everyone is different but the important thing is to look at it all and then work out the way forward. It’s really important to factor in the What If’s? What if I get sick? What if I leave my partner? What if my child wants to study abroad? What if I want to buy a holiday home abroad? They’re just some examples of what we can enter into our bespoke software programme and together agree the way forward.

This is a conversation. We promise you there will be no nasty surprises in the small print. There will no hard sell. We are in your corner. This is a long-term relationship though so we expect you to be as committed as we are.. Your plan needs to bereviewed annually at least to make sure we reflect your changing circumstances and so you can stay in control of your financial future

It starts, continues and ends with COMMUNICATION. We will sit down and talk to you. We will take a good look inside your financial life; your living expenses, your lifestyle, your mortgage, your hairdressing, your daily coffee, your income, your outgoings, your assets and your debts. This may be uncomfortable but it’s necessary. It won’t be all bad news either, but it is important to be realistic so you end up financially liberated.