Summit Financial Planning is a full Financial Planning Firm which is regulated by the Central Bank of Ireland. We mostly deal with professionals and business owners.
We work with our clients to co-create a bespoke financial plan for them and their families. Once the financial plan is defined, we’ll help keep clients on track and to stick to the plan. We have over 25 years’ experience helping clients and our team will help build their pensions and investments to meet their life goals.
We also specialise in helping clients take advantage of the attractive pension income drawdown tax rules for individuals with non-habitual residents’ status in Portugal. Summit Financial Planning has been given authorisation by the Central Bank of Ireland and the Portuguese regulatory authority to provide insurance distribution services into Portugal.