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Financial Services
The provision of financial services is at the core of our activity here at PM Brennan and we work with a select number of individual clients and a growing number of corporate clients.
For individuals we offer holistic financial planning to assist them in managing their financial affairs in order to meet their lifestyle goals. Depending on the specific requirements of the client our work can encompass retirement planning, tax issues, estate planning, risk management & insurance, investments & portfolio construction & asset allocation strategies.
For corporate clients we provide a unique consultancy & advisory service which includes pension scheme installation, group risk management and health & medical scheme setup. This area of our business has grown very significantly over the past number of years and we are now advisors to a large number of well-known Irish & international organisations.
Health Insurance Advisory Services
Founded in 2010 Irish Health Insurance has since become one of Ireland’s largest independent health advisors.
We now provide genuine independent advice to both personal and corporate clients, many of whom are household names.
For further information please visit www.irishhealthinsurance.ie
General Insurance Services
For more than 20 years we have provided comprehensive insurance services to thousands of clients and our staff are very experienced in the placement of corporate and personal risks.
We have insurance facilities with both Irish & overseas insurers and we offer skilled professional and impartial advice on all classes of Commercial & Personal Lines Insurance.
Our unique approach means that our Clients have one port of call for all their Insurance, Protection and Investment needs. We value our client engagements and would welcome any enquiries which you have.
