Generated by All in One SEO v4.8.8, this is an llms.txt file, used by LLMs to index the site. # AIM Financial Planning Financial Services Kerry ## Sitemaps - [XML Sitemap](https://aimfinancial.ie/sitemap.xml): Contains all public & indexable URLs for this website. ## Pages - [Home](https://aimfinancial.ie/) - Financial Planners OUR SERVICES A UNIQUE APPROACH TO YOUR FUTURE We believe that you deserve a financial plan that reflects your unique circumstances and goals. We work with you to develop a financial plan to achieve your goals by providing for and protecting your desired lifestyle throughout life. OUR UNIQUE PROCESS CLIENT STORIES I recently - [Terms of Business](https://aimfinancial.ie/terms-of-business/) - These Terms of Business set out the basis on which JMT Financial Consultants Limited trading as AIM Financial Planning (the firm) will provide business services to you as a consumer of the firm. They also contain details of our regulatory and statutory obligations and the respective duties of both the firm and you in relation - [Cookies Policy](https://aimfinancial.ie/cookies-policy/) - [Logout](https://aimfinancial.ie/customer-area/my-account/logout/) - You are not allowed to view this content. - [Edit account](https://aimfinancial.ie/customer-area/my-account/edit-account/) - You are not allowed to view this content. - [Account details](https://aimfinancial.ie/customer-area/my-account/account-details/) - You are not allowed to view this content. - [My account](https://aimfinancial.ie/customer-area/my-account/) - You are not allowed to view this content. - [My pages](https://aimfinancial.ie/customer-area/pages/my-pages/) - You are not allowed to view this content. - [Pages](https://aimfinancial.ie/customer-area/pages/) - You are not allowed to view this content. - [Customer Area](https://aimfinancial.ie/customer-area/) - You are not allowed to view this content. - [Dashboard](https://aimfinancial.ie/customer-area/dashboard/) - You are not allowed to view this content. - [Files](https://aimfinancial.ie/customer-area/files/) - You are not allowed to view this content. - [My files](https://aimfinancial.ie/customer-area/files/my-files/) - You are not allowed to view this content. - [Privacy Policy](https://aimfinancial.ie/privacy-policy/) - Introduction: JMT Financial Consultants Limited t/a AIM Financial Planning is committed to protecting and respecting your privacy. We wish to be transparent on how we process your data and show you that we are accountable with the GDPR in relation to not only processing your data but ensuring you understand your rights as a client. - [Why choose a CFP® Professional?](https://aimfinancial.ie/about-us/why-choose-a-cfp-professional/) - AIM Financial Planning are a Kerry based CFP® certified company. We value long term client relationships. - [Thank you](https://aimfinancial.ie/thank-you/) - Your enquiry has been sent. We will be in touch soon. - [Our Team](https://aimfinancial.ie/about-us/our-team/) - Niall O Loingsigh – Managing Director M.Sc., B.Sc. (mgmt.) CFP®, Grad Dip, QFA, FLIA, MMII AIM Financial Planning Niall founded AIM Financial in 2008 to give specialist financial planning and business advice. Niall is a Certified Financial Planner® CFP and holds a Bachelor of Science in Management, a Graduate Diploma in Financial Planning. In 2015, - [Our Unique Process](https://aimfinancial.ie/about-us/) - As a client of AIM Financial Planning, you will receive high-quality advice giving you confidence, clarity and stability around your financial planning. We believe that clients value our approach of long-term, personal client relationships. OUR PROCESS CONSISTS OF SIX KEY STAGES: 1. Establishing and defining the client-planner relationship This is an initial two-way meeting. It - [Contact us](https://aimfinancial.ie/contact-us/) - EmailThis field is for validation purposes and should be left unchanged.Full Name*PhoneEmail Address* Your Message*Privacy*This form collects your details above so we can contact you back in relation to your enquiry. Please see our privacy policy for more information. I consent to you collecting my details above. * Δ Address AIM Financial Planning 7 High - [Investment Philosophy](https://aimfinancial.ie/about-us/investment-philosophy/) - Minimising cost is vital for long term investment success Costs matter a great deal because investment returns are reduced pound for pound by the fees, commissions, transaction expenses and any taxes incurred. Investors as a group earn somewhat less than the market return after subtracting all these costs. Therefore, by minimising costs, investors improve their - [Services](https://aimfinancial.ie/financial-planning-services/) - Lifestyle Financial Planning A financial plan that analyses your current circumstances and financial situation - including analysis of your assets, current and future income and current and future expenditure, to properly plan for and achieve your goals while providing for and protecting your desired lifestyle. Enquire about this Insurance Planning and Risk Management We seek - [Testimonials](https://aimfinancial.ie/testimonials/) - I recently worked with Niall in AIM Financial Planning to get support and clarity around a decision to take redundancy and understand the financial implications for the remainder of my working years and onwards to retirement. I found Niall to be a wealth of information (pardon the pun), very thorough in his approach and he ## Private Pages - [This is a page that only you can see](https://aimfinancial.ie/customer-area/pages/my-pages/2020/07/15/this-is-a-page-that-only-you-can-see) - You can add pages in the admin area that only this user can see when he is logged in. You can add any content you want here, videos, images or text etc. ## Private Files - [This is a test file](https://aimfinancial.ie/customer-area/files/my-files/2020/07/15/this-is-a-test-file) - This is a description of the file. ## Testimonials - [N. G. Former Intel Senior Executive](https://aimfinancial.ie/testimonial/n-g-former-intel-senior-executive/) - I recently worked with Niall in AIM Financial Planning to get support and clarity around a decision to take redundancy and understand the financial implications for the remainder of my working years and onwards to retirement. I found Niall to be a wealth of information (pardon the pun), very thorough in his approach and he - [S W Retired Financial Consultant](https://aimfinancial.ie/testimonial/s-w-retired-financial-consultant/) - AIM Financial Planning have advised me in all areas of retirement planning. They have provided for my personal & family needs. They have carefully assessed my attitude to risk and developed a retirement plan and investment portfolio that I am extremely happy and confident in. - [M & S](https://aimfinancial.ie/testimonial/m-s/) - We are a couple in our late 70's who have been dealing with AIM Financial planning for many years. Aim financial planning have helped us solve many problems, develop ideas & achieve our dreams in a relaxed efficient & positive way. We have clarity about our current financial position and confidence in our future plans. - [GB, Kerry](https://aimfinancial.ie/testimonial/john-and-mary-tralee/) - I have worked with Niall O’Loingsigh for almost 30 years now and over that time, he has always adopted a very professional approach based on understanding my needs from the outset. His recommendations have always been based on a thorough analysis with my interests always uppermost. I believe it is essential to get advice from