The difference that makes the difference
When Brendan Reade established Signature Financial in 2009, his vision was to create a different type of financial planning practice; one that put his clients and their needs front and centre. With over 25 years working at senior level with pensions and investments, Brendan knew his clients could be better served by a more holistic approach to financial planning, as against the more traditional sales-driven route. Brendan also knew he was the person to deliver it. This relatively new concept is known as lifestyle financial planning and Signature Financial is a pioneer of this approach in the Irish market. We’ve called it Elevate Programme; think of it as raising the current status of your finances to a clearer, more structured and well-organised place.
Because one size doesn’t fit all
At Signature Financial we know that no two clients are the same and that’s why we take time to get to know your plans and your desired outcomes. Working together, we establish a picture of your current financial position and then map out your lifestyle goals, along with finding answers to questions such as; When can I retire? When should I sell my business? Can I take time-out to travel? Can I afford to purchase an investment property? Our expertise and our clear and structured processes will bring clarity to your planning and a renewed optimism when dreaming of your retirement possibilities, while also living now and enjoying life.
We are committed to working with you in genuine partnership... our clients’ best interests are always at the centre of everything we do.
Uncompromising on your behalf
At the heart of Signature Financial is the peerless level of service and personal attention delivered by Brendan and his team. Brendan’s approachable business style and enthusiasm for the work he does, means that for clients of this company, it’s about more than just financial planning. It’s about a long-term collaborative relationship, a commitment to working in genuine partnership, in the knowledge that our clients’ best interests are always at the centre of everything we do.
QFA
Qualified Financial Adviser
CFP®
Certified Financial Planner
Grad Dip
Financial Planning { UCD }