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Email: info@aimfinancial.ie
Tel: +353 (0)66 712 1010

Email: info@aimfinancial.ie
Tel: +353 (0)66 712 1010

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

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What Clients Say

I’ve been working with Niall O’Loingsigh for almost 30 years, and in all that time, he’s always taken the time to really understand what matters most to me. His advice is thoughtful and always based on a deep analysis, with my best interests front and center. For me, getting guidance from a Certified Financial Planner makes all the difference. From my experience, I’m happy to recommend AIM Financial Planning to anyone looking for financial advice they can trust and a team that truly cares.

GB Kerry

I recently worked with Niall at AIM Financial Planning to gain support and clarity around my decision to take redundancy and understand the financial implications for the rest of my working years and into retirement. I found Niall to be a real wealth of information (pardon the pun), very thorough in his approach, and he clearly laid out options tailored to my personal situation and goals. Thanks to working through this process with Niall, I was able to make informed, confident decisions and now feel much more secure about my financial plan going forward. Based on my experience, I have no hesitation recommending AIM Financial Planning to others seeking trusted and personalised financial guidance.

N. G. Former Intel Senior Executive

AIM Financial Planning has advised us comprehensively in all areas of retirement planning, thoughtfully addressing both our personal and family needs. They carefully assessed our attitude to risk and crafted a retirement plan and investment portfolio that we are extremely happy with and confident in. Thanks to their guidance, we feel well-prepared to maximise our enjoyment in retirement. Based on our experience, we have no hesitation in recommending AIM Financial Planning to other couples seeking personalised and expert financial advice.

S & M W, Cork

We are a couple in our early 80s who have been working with AIM Financial Planning for many years. They have helped us solve many problems, develop ideas, and achieve our dreams in a relaxed, efficient, and positive way. AIM has also thoughtfully involved our children in the planning process, which has been invaluable. We have clarity about our current financial position and confidence in our future plans. We happily depend on AIM to look after us, and as a result, we do not worry about our financial future. Based on our experience, we have no hesitation in recommending AIM Financial Planning to future clients seeking trusted and caring financial guidance.

M&S, Kerry

100%

of our clients trust that working with us has already helped them or will help them achieve their financial goals.

100%

of our clients would highly recommend us to their friends & colleagues, trusting in the value and expertise we provide.

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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
LIA is the Centre of Excellence for the Education and Development of Finance Professionals – dedicated to enabling and promoting the highest quality standards in financial advisory practise. We work on our members’ behalf to provide continual education and forward-looking supports.

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AIM Financial Planning, 7 High Street, Tralee, Co Kerry. V92 RVX2.
T: + 353 (0) 66 712 1010
E: info@aimfinancial.ie

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