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ABOUT FINANCIAL STEPS
Financial Brokerage Specialising in Life, Pensions & Investment Markets
Financial Steps opened its doors in 2019. With over 50 years of combined experience in the financial sector, Kevin and Veronica decided that they could offer a unique and personable product to their customers. The goal was to create a financial brokerage built on Trust, Reliability and Service.
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Yes, we can offer a consultation over the phone or on an online/zoom call.
People choose to deal with a broker for many reasons. A broker will give impartial advice and will aim to find you the best product and price available on the market. A broker can also save you time and stress as they will do the research for you and present you with all your options.
The main difference is that Life Assurance is designed to cover the policy holder for their entire life, while Life Insurance will cover the policy holder for a specified period of time.
The impact of Brexit, depending on the deal that is reached, will impact everybody in some way. Financial Steps is here to help you to understand your options and recommend the best way forward for you.
Assessing your borrowing power is based on many things. Use our Mortgage Calculator to find an estimated figure or, call and book a free consultation with one of our team.
Yes, however you may be subjected to penalty fees. The cost of switching needs to be weighed against the benefits. Our team will help you decide if switching is the right way forward for you, financially.
Specified Illness will pay out a one-time lump sum on diagnosis of an illness that is specified in your policy. Income protection will pay up to 75% of your income until you are able to return to work or you retire.
The maximum State Pension is €248.30. However, this is dependant on your PRSI contributions.
A Group Pension Scheme is a contribution pension offered to employees by some employers. It can be a great incentive for employees and create tax breaks for the employer.
Financial Steps will help you find the right product for you, every time. You talk, we listen. Our business is built on trust; your needs are our needs. The service we offer is reliable, consistent, and competitively priced.