Step 1. Brief Chat by phone - Schedule a brief chat to discuss your area of interest, once discussed we will suggest if you need to schedule a consultation with a Qualified Financial Advisor to discuss in greater detail.

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Step 2. Consultation - a comprehensive meeting with a Qualified Financial Advisor to discuss your area of interest. This meeting, preferably via video-call or face-to-face, takes approx. 60 - 90 minutes for which there is a consultancy fee of €150. Once scheduled, a fact-finding form will be sent to the email address provided for you to complete and return so the Qualified Financial Advisor can analyse the information provided to prepare for the meeting in advance, the fact-finding form is structured with lots of questions to provide a starting point for discussion.

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Step 3. Agree the Plan - Following the meeting, a summary will be sent, on your instruction the Qualified Financial Advisor will prepare recommendations and present their professional advice in a clear and concise manner and implement on your instruction.

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Ongoing Support - Regular Reviews - Conleith M. Quigley QFA RPA is very accessible to all his clients and available to share his deep expertise and knowledge. It is in your best interests that you review, on a regular basis, the products which he has arranged for you. As your circumstances change, your needs will change. You can advise him on those changes and request a review of the relevant policy so that he can ensure that you are provided with up-to-date advice and products best suited to your needs. The following link www.quigleyfinancialbrokers.ie is to facilitate you in scheduling a consultation with Conleith.