Financial Plan - ODM Financial Advisers

At ODM Financial Advisers we put you our client at the centre of everything we do. We recognise that everyone’s financial needs and circumstances are different. We are client focused rather than product focused and as an Independent Financial Adviser, we guarantee you access to the most competitive and appropriate products in the marketplace.

We believe it is vitally important that we understand your overall financial situation so that every financial action we agree on, supports your overall financial plan. Therefore, we recommend that every client avails of our unique 6 step personal financial review program: Aspire

ASPIRE is a unique 6 step financial review program to secure your future.

ASSESS your current financial position
SET your financial goals
PLAN your appropriate financial action
IMPLEMENT your agreed financial action plan
REVIEW your results and circumstances regularly
EVOLVE your financial strategy when appropriate

BENEFITS THAT The ASPIRE PROGRAM PROVIDES FOR YOU

You get a clear and understandable picture of your existing financial situation.

A list of areas are identified that require immediate attention.

An impartial Financial Adviser will work with you to devise a financial plan appropriate to your needs.

We will ensure that each decision taken supports your overall financial plan.

Our impartial Financial Adviser status guarantees you access to the most competitive and appropriate products in the marketplace.

Regular reviews to cater for changes in your circumstances.

Once we get a complete picture of your financial situation, we will then address the financial products and services relevant to you that will support your overall financial plan.

View our range of financial products & services

Mortgages

Forget the hassles and stress of shopping around for the best value mortgage. Let ODM Financial do the hard work for you. We will save you time...

Savings & Investments

You are already working hard for your money. Isn't it time you got your money working hard for you? Saving and investing your money is one of...

Protection

Do you have sufficient health insurance cover in place for you and your family? In the event of your death, how would your family survive finan...

Pensions

If you don't have a sufficient pension you will be faced with a significant drop in income when you retire. The current state pension is a maxi...

Wealth Management

At ODM Financial Advisers we have years of experience in managing, protecting and creating wealth for our clients.We do this by careful analysis of your...

What We Do