Peter Doyle's Story
Read what Peter had to say
My name is Peter Doyle. I have been using iQ Financial for almost 10 years now, and I normally deal with Enda.
I had a reasonably successful business with a good turnover. I’d made some bad property decisions in the previous 10 years, and I just got into a mess, I just needed somebody to help me manage my way through it.
I heard about iQ Financial from a personal recommendation from a friend who had used their services, and in Sligo, everybody knows everybody.
I like working with iQ Financial because they’re not trying to sell me a product, and I feel that they work in my best interest.
My financial needs have changed significantly. Initially, I had a reasonable income but a lot of debt, and they helped me manage my way through that. I was also going through divorce and separation; they were very helpful in planning and managing that. I then recommended that my mother use them. She was having some issues with her financial adviser at the time, but she found Enda very helpful. She liked him. I recommended him to my brother as well. So, it’s been a bit of a family affair.
I always feel like Enda is always able to see another angle or ask the right questions about my pensions or my life insurance. Maybe it’s because he knows the business inside and out.
I find the long-term financial planning that they do very useful. I have kids going through college and I also expanded my business last year, so it was very useful to check in with Enda to see how the various changes that I make or that life makes for me feed into my financial future and financial wellbeing.
The three words I would use to describe the service provided by iQ Financial and by Enda in particular, who I mostly deal with, are that his advice is always practical, relevant and consistent.
They are always accessible, even at times when I don’t have a particular need to talk to them. They send out a monthly newsletter, which I find very useful just to keep me updated. Anytime I need him, he’s always at the other end of the phone.
Yes, I would have no hesitation in recommending Enda and iQ Financial, and in fact, I have. My mother has used them for five or 10 years, and my brother has also used them, as have some of my friends in Dublin. They’ve all been very happy, as have I, with the service received.
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Free Webinar: Pensions & Tax - A Business Owners' Masterclass Co-hosted by Enda Brady, CFP® & Pat Ryan
Wednesday, September 30th 10 am
Co-hosted with Pat Ryan, Pensions Technical Consultant & Founder, Pat Ryan Pensions Limited
Reduce Tax. Build Wealth. Protect Your Family’s Future.
Join Enda Brady and Pat Ryan for a free 30-minute practical webinar designed for business owners, company directors and self-employed professionals who want to maximise pension opportunities, improve tax efficiency and build long-term wealth.
What You’ll Learn
- How to use pension contributions to extract wealth from your business tax-efficiently
- How to reduce Income Tax and Corporation Tax
- Pension planning opportunities for the self-employed
- State Pension entitlements and PRSI considerations
- Understanding the Pension Cap and Chargeable Excess Tax
- The differences between PRSAs, Master Trusts and other pensions
- Tax-efficient retirement income options
- What happens to your pension when you die
Live Q&A: Get Your Questions Answered
The biggest advantage of attending live is the opportunity to ask your own questions.
As part of the webinar, we’ll host a live Q&A session where you can get practical guidance on pension contributions, tax reliefs, retirement options and your own circumstances.
A recording can provide information. Only the live webinar allows you to have your questions answered in real time.
When?
The webinar will take place at 10:00 am on Wednesday 30 September .
It’ll last for 30 minutes, including time to ensure we answer everyone’s questions.