Understanding your Finances

To make sure we have a detailed understanding of your finances, we will need certain information from you in order to assess your case. This may include: up-to-date financial/tax information; cashflow projections; up-to-date business plans; financial statements; bank statements; sworn statement of affairs; and any other information we believe is relevant. It is important to provide complete and accurate information.

If you feel you need help with this:

Speak to us. 

We can provide help over the phone. If you prefer to meet in person, we can arrange a meeting at our offices in Dublin or in Shannon. Whichever location you choose, meetings will be conducted in privacy. Check our Contact Us page for contact details

Seek independent advice.

You may prefer to seek independent advice from your financial adviser or from MABS (the Money Advice and Budgeting Service). MABS is a national, free, confidential and independent advice service for people in debt difficulties or in danger of getting into debt difficulties. Check our Useful Contacts page for contact details

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