Autumn 2019 Newsletter

Welcome to the inaugural edition of our newsletter. As a company, we recognise the importance of staying in touch with you, our clients, and we hope that this newsletter will provide you with information on issues and topics of importance to you and your business. In each issue you will find information on a variety of financial topics as well as articles on legal issues, IT and HR together with economic commentary. This newsletter is […]

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When should you get financial advice?

The Benefits of good Financial Advice Financial Advice in Wexford When should you get financial advice? Most people could probably benefit from seeing a financial adviser, but when are the best times in your life to see one? Immediately? In ten years? Every year? Life events One answer is to say that you should visit an adviser whenever there’s a major change in your life. These are the most commonly cited changes: – Marriage – […]

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Case study, Life Cover peace of mind

To us all living in the moment and enjoying life seems to be our primary focus, and with good reason. No one should morbidly reflect on the ‘what if’s’ , conjur up disasters that may never happen or worry constantly that something awful will befall us or our family.  But like everything in life, balance is key, the opposite to obsessive worry can be a refusal to accept reality and understand that life at times […]

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Ten Steps and you are there, mortgage approval

If you would like to know more about our simple ten step mortgage process, this week we would like to help you out. Firstly we will talk about how much you found out you can borrow, we will look at your current financial situation and crunch some numbers, from this step to the final one we will be here to walk you through the process. The next thing we will do is get you approval […]

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Get the most from your money with a financial plan

Get the most from your money with a financial plan.

If you haven't given any thought to planning out your financial future then you should do it now. A plan can help you get the most from your money and help you achieve your goals in life. If you don’t draw up a plan, you’re more likely to end up in a financial mess. Drawing up a plan sounds tough, but it’s easier than you might expect

Here are five financial perils that could inflict serious damage if you don’t have a plan.

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Do you need financial advice?

Do you need financial advice?Financial products can be complicated and it can be difficult to compare options and make the right decision for you. If you are confused by what is on offer, it’s best to seek independent financial advice. You might consider getting financial advice if you are making long-term financial decisions, such as:• planning for retirement and looking at pension options;• dealing with the financial effects of big changes in your life such […]

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About Us

About Southeast Financial Services Southeast Financial Services was established in 2013 by Philip Cullen QFA ,RPA, APA (Qualified Financial Adviser, Retirement Planning Adviser, Personal general Insurance) Philip has been in the Financial Services business since 1999 and has vast experience in the area. Southeast Financial Services are a fully independent Financial Broker. We provide professional advice to both individuals and companies. Philip can be contacted on his mobile: 087-6813702  or philip@sefs.ie    Ruth Mills-Westley QFA. Ruth brings a wealth of experience and […]

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