At SurePlan Financial we offer our clients a very tailored and personalised service in all areas of their financial planning. We can help and advise you if you are purchasing a house; needing to financially protect your family, your income or your business; wishing to ensure your money is saved and invested wisely; or if you are planning your retirement.
We also run ‘financial wellbeing workshops’ (either in person or virtually) for company employees or networks & groups of people, to empower them with the financial knowledge and tools to achieve financial wellbeing.
SurePlan Financial has agencies with the main financial product providers in Ireland. Therefore, we are not tied to one company when it comes to advising on financial products that may be needed as part of a financial plan.
Our clients are business owners, employees and retirees. We aim to help them plan and achieve their financial goals at various stages of their lives whether they are purchasing a house, saving or investing their money or if they wish to plan in a tax efficient way for their retirement.
So, whether you are at the start of your career, or well established in your career and starting to plan for your retirement, or if you are already retired, SurePlan Financial can help and advise you on your financial planning.
After graduating with Financial Services degree from Manchester Metropolitan University, Karen began her career in the financial planning sector in the UK over 23 years ago where she worked with two different life companies. After moving to Ireland in 2004 and joining New Ireland Assurance, she achieved the accreditation of Qualified Financial Adviser as well as becoming a Fellow of the Life Insurance Association (QFA FLIA).
Her roles within the life companies was as a Broker Consultant for a panel of financial advisors and brokers. This involved assisting them with technical advice and product knowledge to help them provide financial advice to their clients. Whilst she enjoyed these roles, Karen really wanted to be more at the forefront of the financial advice process and to use the knowledge that she had gained, to more directly help people with their finances.
In 2017, Karen joined a wealth management and financial advisory company, where she gained invaluable experience working with clients and advising them on their financial needs. At the same time, she also returned to college part-time and studied for the Graduate Diploma in Financial Planning at University College Dublin (UCD) which led to her being accredited the internationally recognised qualification of CERTIFIED FINANCIAL PLANNER™ or CFP® through the Financial Planning Standards Board.
Karen completed her studies by graduating with an MSc in financial services from UCD and soon afterwards, she set up SurePlan Financial.
Karen has contributed to national newspaper and magazine articles on the area of financial planning and has regularly been interviewed on both national and local radio stations. She enjoys working with people and helping clients on their financial journey.
At SurePlan Financial, we always start with an initial free of charge consultation to establish the client’s current financial position and discuss what they would like to achieve financially in future. We can meet in person or virtually by a video call. It may be that a client is looking for help only in one area such as planning their retirement, or if they are buying a house they may need mortgage and financial protection advice. Or, on the other hand, a client may require a full financial plan looking at several areas and financial goals for their future.
After the initial consultation, we will then work on a financial plan specifically for the client. No two people are the same and everyone’s financial situation and their plans for the future are unique, so therefore their plan will also be unique.
We will ensure that the client understands and is happy with the plans being proposed to be put in place. It is hugely important that the client understands and agrees with the plan and the process that will help them achieve their financial goal or goals.
Once the plan is started, it then needs to be reviewed regularly – we suggest annually or else if there is a change in circumstances for the client. So, the financial planning process is an ongoing journey between the client and SurePlan Financial.
To find out more or, to book a complimentary initial financial consultation, please contact us:
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SurePlan Financial Limited trading as SurePlan Financial is regulated by the Central Bank of Ireland
Registered in Ireland, No. 672163. Registered Address: 2nd Floor, Building 1000, City Gate, Mahon, Cork, T12 W7CV. Director: Karen Goodliffe