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Our Service Cycle

  1. Initial Meeting

    Here we will discuss your objectives and concerns and gather all necessary personal information to allow us do a full financial review.

  2. Research

    We will review any existing policies, as well as research the market for the most suitable product offerings to suit your unique situation.

  3. Summary & Recommendations

    We will prepare a financial report, explain it to you in plain English, and highlight any recommendations. After discussing your situation at length, we will then agree a way forward, if any.

  4. Implementation

    We will arrange any agreed recommendations between you and the product provider.

  5. Ongoing Reviews

    We monitor your arrangements and review your financial plan at regular intervals.. Reviews can be every 6 to 24 months.

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Laura Doyle & Leah Pittam t/a Progressive Financial Services are regulated by the Central Bank of Ireland C129204, with registered office at Unit 6 Bankhouse Business Centre, 331 South Circular Road, Dublin 8. Registered in Ireland 513097. Phone 01 9015582. Email info@progressivefs.ie

Any advice or information on this website is subject to Irish regulations, and is therefore targeted at Irish customers only.
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