Our Financial Services Department has formed a strategic alliance with SYS Wealth & Financial Planners so that we can expand and improve our services to our clients.
SYS Wealth & Financial Planners are a leading financial services company with particular expertise in pension, life protection, retirement & inheritance planning, savings & investments and strategic wealth management. Because of the wide range of services they offer, it doesn’t matter where you are in the family or business life cycle, this alliance means we can help you at every stage of the financial life cycle.
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Sophisticated Yet Simple
SYS provide honest, broad-based & unbiased advice by providing a ‘sophisticated yet simple’ (SYS) model to help you achieve your financial life goals and ultimately give you the financial peace of mind you deserve.
One Consistent Point of Contact
Our financial consultant, Ann Willoughby, will remain your main point of contact in Lalor O’Shea McQuillan’s Carlow office. And Ann will continue to guide you and advise you as she has done for the past twelve years. And as always, you can contact Ann direct on 059 9137040.
Financial Planning Tailored To Fit You!
We know that your financial journey is as unique as you are. This means we will take the time to develop a deep understanding of your financial goals and objectives. For example, we can help you to:
- Build wealth and invest it wisely for yourself and your loved ones
- Get impartial business advice to minimise risk and maximise opportunities
- Create protections policies so you can weather unexpected challenges
- Plan for a comfortable lifestyle in retirement
Whatever your goals, we can provide you with the practical support required to make a real difference to your life. What’s more, you can continue to measure success by the strength of the lifetime relationships we continue to build.
Why You Need Professional Financial Advice
Research conducted by the PIBA found that customers who had sought professional financial advice obtained the following four important benefits
- Savings: They nearly doubled the savings and investments of those who didn’t
- Pension: Also there almost twice as likely to have a pension
- Protected: They were more financially protected
- Confident: Felt more confident about their financial future
About SYS > Financial Services Update 2019
SYS is an independently owned company led by Tony Delaney. Tony is supported by a team focused on building strong client relationships. This is made possible through the Sophisticated Yet Simple’ 5 step model to help clients achieve their financial life goals.