AIM Financial Planning

Financial Services Kerry

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  • Home
  • About us
    • Our Unique Process
    • Investment Philosophy
    • Why choose a CFP® Professional?
    • Our Team
  • Services
  • Testimonials
  • Contact us

team

AIM Financial Planning » Our Unique Process » Our Team » team

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LEGAL

JMT Financial Consultants Ltd, trading as AIM Financial Planning is regulated by the Central Bank of Ireland.

Registered in Ireland No. 456563

Registered Office: 7 High Street, Tralee, Co Kerry

FINANCIAL PLANNING SERVICES

  • Investment Management
  • Lifestyle Financial Planning
  • Retirement Planning
  • Risk Insurance
  • Strategic Planning
  • Tax Planning

Legal

  • Terms of Business
  • Cookies Policy
  • Privacy Policy
  • Remuneration & Fees

CONTACT US

AIM Financial Planning, 7 High Street, Tralee, Co Kerry. V92 RVX2.

T: 066 7121010

E: info@aimfinancial.ie

Copyright © 2023 AIM Financial Planning

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Business Continuity Plan

As measures are put in place to contain the spread of COVID -19.

At AIM Financial Planning we would like to reassure our clients that we will continue to operate our high levels of service over the coming weeks.

We have put in place a business continuity plan that allows to work remotely. We will be not be holding face-to-face client meetings during this period . We are well positioned to deal with our clients using online meetings, telephone and email.

All of our practices and business decisions are informed by guidance from the relevant Government and Health Authorities and we are assessing our operations on a continuous basis.

If you have any queries, or if you would like to arrange a meeting during this period please do not hesitate to contact us on 066 7121010 or breda@aimfinancial.ie or visit our website www.aimfinancialplanning.ie