Sunrise Financial Planning

Welcome to Sunrise Financial Planning! Located in Limerick, at Steamboat Quay, we are an establishment that specializes in finance and is a point of interest for individuals seeking personalized financial solutions. In these challenging times, we understand the impact of COVID-19 on our clients' financial situations, and we invite you to refer to our news section for our response.

At Sunrise Financial Planning, our mission is to help you achieve your financial goals. Whether you are looking to create a Lifestyle Plan, seeking advice on pensions, investments, protection, inheritance tax planning, or business protection, we are here to guide you on your journey and help you succeed financially.

Financial Planning is at the core of our services. We believe that your financial plan and any solutions we recommend should be tailored to your unique lifestyle and goals. By understanding your individual needs, we can provide bespoke financial advice and strategies to help you make informed decisions and secure your financial future.

Retirement planning is a crucial aspect of our services. We emphasize the importance of long-term savings to ensure you have sufficient income to maintain your desired lifestyle during retirement. Our team will work closely with you to develop a retirement savings plan that aligns with your goals and aspirations.

We recognize that everyone has different saving and investing needs. Whether you want to save a regular amount each month or make more significant investments, our experts can provide guidance and support to help you make the most of your financial resources.

Protecting yourself and your family is paramount. We offer comprehensive solutions to safeguard your health, wealth, life, and the well-being of your loved ones. Our team will help you navigate through various insurance options and create a tailored protection plan that suits your specific requirements.

Inheritance tax planning can be a significant challenge for many families. We understand the complexities involved and can provide expert advice to minimize the impact of inheritance tax on your estate. Our goal is to help you protect your assets and ensure a smooth transition of wealth to future generations.

Business owners also benefit from our financial expertise. We understand the unique challenges and opportunities faced by entrepreneurs and offer specialized advice to address a range of financial matters. Whether it's business protection, investment strategies, or succession planning, our team can support you in achieving your business goals.

Don't just take our word for it – hear from our satisfied clients. They appreciate our dedication to discussing all options, explaining potential risks, and providing transparent advice. Our clients value the personal touch and the combination of professionalism and friendliness that defines our family-run business.

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Thank you for considering Sunrise Financial Planning as your trusted financial partner. We are committed to helping you achieve your financial goals and look forward to working with you on your journey towards financial success.