WHO WE ARE
Aoife Caulfield founded Caulfield Financial Ltd out of love for her family and her constant desire to help people achieve their financial goals & expectations. She wanted to bring her vision of customer service excellence to her own company and break down the barriers that may exist for people getting Financial Planning advice. She has worked in the Financial Services industry since 2000, and is a Qualified Financial Adviser and Retirement Planning Adviser. . Aoife would be more than delighted to look after you, whatever your financial planning needs or goals may be.
Hello! You are very welcome to my website and thank you so much for dropping by!
My name is Aoife Caulfield, and I am the owner & founder of Caulfield Financial Ltd. I started this company as it is a winning combination of both working for myself, yet still being able to look after my family. Our office is located in Barntown, Wexford (beside Slaney Manor) and we will accomodate you whenever you need an appointment, even at weekends and in the evenings. We have ample, secure parking and offer a completely private & confidential service.
Please let me assure you that you can expect from me a personal & friendly best in class service and I would like to help you whatever your financial needs may be. I specialise in all areas of Financial Planning, such as Retirement Planning, Life & Serious Illness Cover, Income Protection, Mortgage Protection, amalgamation of pensions, UK Pension Transfers, and Savings & Investments. So please, whatever your query may be, please give me a call, or send me an email and I will do my very best for you!
Aoife Caulfield QFA RPA, Executive Director, Caulfield Financial Ltd
OUR SERVICES
LIFE COVER
Having Life & Serious Illness cover plans can help protect your family if something were to happen you. It protects your family financially if you die, and can give your family a lump sum if you suffer from a serious illness covered under your specific plan.
PENSIONS
Planning for your retirement is one of those things we keep putting off putting in place. Quite simply, once it is set up, that is most of the hard work done! Your pension aims to help you ensure that your retirement years are spent doing the things that you’ve always wanted to. Please call or email us to make an appointment, and we would be very happy to advise you.
INVESTMENTS
At Caulfield Financial, we provide access to a vast range of investment funds, designed to cater for all types of investors. We are able to provide you with an investment solution that can suit you, whether you are a cautious investor or a more adventurous one. We are also authorised as a Deposit Broker. Please get in touch with us to see what we can offer you.
HOW WE CAN HELP
We will save you time and money by aiding you in decision making and taking care of all the paperwork.
LET US
Do the planning & make recommendations
WE WILL
Prepare the administration for you
MAKE SURE
Your personal information is secure
WILL HELP
To manage & review your policies
WHO WE WORK WITH
We are working in collaboration with trusted and well known insurance providers to
ensure that all your Financial Planning needs are taken care of.
HAPPY CLIENTS
Imagine getting an appointment at a time that suits you. Imagine ringing your Financial Adviser and getting through through the first time. Imagine ample parking & complete privacy. Imagine your children being welcome in an office. Imagine feeling relaxed and very comfortable in our office surroundings. Imagine being made feel that you are such an important customer to us. Well imagine no more, this is reality. This is what is feels like to work with Caulfield Financial Ltd.
Our Mission Statement
We will endeavour to look after you & your family to the very best of my ability. Our aim is to create the most amazing customer experience possible, and have you, our customers safe in the knowledge that you are being cared for and looked after, and that you matter to us. We will always remember your name, and you will always be important to us. We would like to look after you, and the next generation that follows you. The difference is we care. We support local. We support local jobs and give back to the community. Welcome to your first day of dealing with Caulfield Financial.
I look forward to meeting with you!
Best wishes, Aoife Caulfield
