Life Goals Financial Services

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Welcome to Life Goals Financial Services

We are independent advisers who in partnership with our clients help them achieve sustainable Financial Independence.We help to manage and grow our clients wealth and when the time comes transfer this wealth to them and their families in a tax efficient manner.

Financial planning is firstly about reaching the point where your assets provide you with the financial independence which gives you the option to stop working if you desire, and secondly providing wealth and protecting your estates assets in a tax efficient way.

In summary this means that you are setting Goals now in order to achieve your desired Financial Independence when the time is right.

Our code of ethics is as follows:

  • Always act in the clients best interests and put them before our own direct or indirect interests
  • Maintain the highest standards of professionalism and give best advice to our clients
  • Seek to maintain and improve our professional knowledge skills and competence.
  • Respect and preserve all personal and business information provided by our clients and their other advisers on their affairs as completely confidential and privileged
  • Provide full and adequate disclosure of all relevant facts to our clients to enable them to make informed decisions
  • Promote and maintain behaviour befitting a professional person in the financial services industry as a member of the LIA, P.I.B.A, M.D.R.T.
  • Observe and conform to the laws and codes of practice that regulate the financial services industry of Ireland.

Life Goals Ltd is regulated by the Financial Regulator

Life Goals Financial Services
107 QHouse,
Furze Road,
Sandyford,
Dublin 18.

Tel: +353 (1)6852553
Fax: +353 (1)6852541

Life Goals Ltd is regulated by the Financial Regulator. © Life Goals 2008. All Rights Reserved ®.
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