At The Drawer, our goal is simple: help you understand what you already have.
We give you clarity and ongoing access to advice, so you can make better decisions. Here’s how we help you get organised, and stay that way.
Once we’ve gathered all of your information, we’ll prepare your Drawer Report, a clear, easy-to-understand summary of your pensions, insurance policies, and protections.
You’ll then have a review call with a member of our team to talk through what we’ve found, helping you make sense of it all.
What’s included:
Why it matters:
Most people don’t fully understand what they’re paying for, or what they’re entitled to.
This process brings clarity to your financial picture, helping you see how your policies align with your current life circumstances.
Each year we invite you to review your plans to make sure your plans are still working for you. In between, we send you a quarterly summary of the plans held with The Drawer, including values and level of cover.
What’s included:
Why it matters:
A yearly review keeps your plans in step with your life.
The quarterly summary means nothing drifts in between.
Personalised advice from our Qualified Financial Advisers who work for you.
How we can help:
Why it matters:
Life changes, and yet so many people have policies that haven’t been reviewed in years. You also shouldn’t need a finance degree to understand your future.
We translate the fine print into straightforward information.
We deal with all of the main life companies in Ireland. Our advisers are QFA qualified and up to CFP® certified, experienced, and committed to helping you make sense of your plans.
You’ll always know:
