Terms of business | Finnegan Maguire Financial Advisors
Finnegan Maguire Financial Advisors
The legal bits

Terms of business

The basis on which we act for you: what we do, the agencies we hold, how we are paid, and your rights.

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What we do

Our authorisation and services

Finnegan Maguire Financial Advisors is regulated by the Central Bank of Ireland as an insurance and investment intermediary and as a mortgage credit intermediary. Our terms of business set out in full what that authorisation permits us to do for you.

The detail

What the document covers

01Our regulatory status, reference number and the register you can check us on.
02The product producers we hold appointments with, and the products each appointment covers.
03How we are remunerated on each type of business, and the fee alternative.
04Conflicts of interest and how we manage them.
05Complaints, the Financial Services and Pensions Ombudsman, and the Investor Compensation Scheme.
06Data protection, and how long we retain your records.
07Default remedies, and what happens if premiums or repayments are not paid.
Next step

Any questions about any of this?

Ring us and ask. We would far rather explain it than have you wondering.

Book a call

Pick a date and time that suits you.

No sales pitch, just a conversation about what you already have, what it is heading for and whether we can improve it. You will get a written summary either way.

Cian O’Sullivan Director and Financial Adviser, Finnegan Maguire Financial Advisors
30 minutes Phone or video call, no charge
Rather just ring? Call 0818 44 55 66 or email go@splash.ie
What we advise on

Everything we look after

Mortgages Buying, moving or switching First-time buyers Approval, deposit and Help to Buy Pensions What yours is actually heading for Retirement The lump sum, the tax and the income Life and income cover Insuring what pays for everything Specified illness A lump sum on diagnosis Savings and investments Money that is not going into a pension Inheritance The tax your family pays For business owners Getting money out of the company Keyperson cover Protecting the business itself Stepping back or selling You get one exit, no practice run Find an old pension From a job you left Mortgages Buying, moving or switching First-time buyers Approval, deposit and Help to Buy Pensions What yours is actually heading for Retirement The lump sum, the tax and the income Life and income cover Insuring what pays for everything Specified illness A lump sum on diagnosis Savings and investments Money that is not going into a pension Inheritance The tax your family pays For business owners Getting money out of the company Keyperson cover Protecting the business itself Stepping back or selling You get one exit, no practice run Find an old pension From a job you left