David Reilly IFA

David Reilly IFA Trusted Independent Financial Adviser helping you make the most of your finances

08/07/2025

Stop putting off planning for your retirement because your life is busy.

Stop putting off planning for your retirement because you don’t have all the answers.

Stop putting off planning for your retirement because you aren’t earning what you want to be right now.

Every day you are one step closer to retirement. One step closer to needing your pension to pay for your lifestyle.

Today is the day you need to speak with a trusted financial adviser about your retirement plan and the financial implications that it requires.

Call me on 07712711016 to book a free, no obligation initial meeting and let’s discuss your plan for the future.

Financial advice and planning isn’t only for retirement. It can help you to overcome those unexpected turns that life ca...
31/07/2024

Financial advice and planning isn’t only for retirement. It can help you to overcome those unexpected turns that life can throw at us.

A financial plan can help alleviate the stress and worry out of many aspects of your life. From income protection, that will help you if you are unable to work, to estate planning for what will happen with your money after you’ve gone.

A financial adviser is there to help you throughout your life.

Call me on 07712711016 to arrange an initial, no obligation meeting to discover how a financial adviser can help you weather any storm.

While I don’t have a crystal ball, and can’t tell you what’s going to happen, I can help you to plan for many eventualit...
29/07/2024

While I don’t have a crystal ball, and can’t tell you what’s going to happen, I can help you to plan for many eventualities.

A financial plan doesn’t have to be complicated or cost the earth. It just has to be right for you and your financial situation.

Speaking with an independent financial adviser will ensure that your financial plan is right for you and your risk level.

Call me on 07712711016 to arrange an initial, no obligation meeting to discover how a financial adviser can help you achieve your goals.

Calling all business owners - would your business continue operating if you were suddenly unavailable to work?Many thing...
24/07/2024

Calling all business owners - would your business continue operating if you were suddenly unavailable to work?

Many things can cause us to be unable to work for a prolonged period, a lot of which we avoid thinking about as much as possible.

But it can happen.

I’ve known people it has happened to and one thing is obvious - those with business protection in place were far less stressed about it.

If you do not yet have business protection in place for your company, speak with me today.

Call me on 07712711016 to arrange an initial, no obligation meeting to discuss your protection needs.

It’s understandably scary to think about, but you’ll thank me if the worst should happen.Things happen, not all of them ...
22/07/2024

It’s understandably scary to think about, but you’ll thank me if the worst should happen.

Things happen, not all of them good, and some of those things prevent us from being able to work.

When that happens, having income protection in place can be the difference between being able to pay your bills and defaulting on your mortgage.

Book an initial meeting with me and let’s discuss your income protection needs. Our initial meeting is free with no obligation, call me on 07712711016 to arrange our meeting.

Business owners, have you thought about your exit strategy?For many business owners, they don’t stop to think about stop...
10/07/2024

Business owners, have you thought about your exit strategy?

For many business owners, they don’t stop to think about stopping. They are so involved in the daily running of their business. They are focusing only on the next 12 months to 5 years.

It’s easy to do when running a business.

Speaking with a financial adviser can help you plan for the future. This can include speaking about the continuation of your business after you retire.

There are many options open to business owners, it’s important to understand the best way forward for you and your business.

Call me on 07712711016 to book a free, no obligation initial meeting to discuss your financial plans for you and your business.

You might not yet know what you want to do with your retirement, but you can start by thinking about when you want to st...
08/07/2024

You might not yet know what you want to do with your retirement, but you can start by thinking about when you want to start your retirement.

Do you want to retire early?

Do you want to work until State Pension Age?

Perhaps you want to work until your health means you have to stop.

This is an easy starting point to think about and talk with me about during our initial meeting.

Call me on 07712711016 to book a free, no obligation initial meeting to discuss your retirement thoughts.

Do you dream of owning your house outright?Do you dream of a second home somewhere?Would you like to travel the world in...
03/07/2024

Do you dream of owning your house outright?

Do you dream of a second home somewhere?

Would you like to travel the world in your retirement?

Tell me the dream for your money.

Many people tell me that they want “more money” when they come to me for a financial plan, but having “more money” doesn’t provide the incentivise you to achieve your financial goals.

So, tell me about what you one day dream of buying with your money during our initial meeting.

Call me on 07712711016 to book a free, no obligation initial meeting to discuss your dreams of the future.

Did you know that you can top up your State Pension?Many people don’t realise that you can, however there are some impli...
01/07/2024

Did you know that you can top up your State Pension?

Many people don’t realise that you can, however there are some implications you may wish to consider before you do so.

Speaking to a financial adviser can help you to make the most of your pensions and retirement plan.

If you would like to know more about what your pension could be worth when you decide to retire, give me a call on 07712711016 and let’s arrange a meeting to discuss your options for retirement.

For many people, the thought of speaking with a financial adviser is a daunting one.Talking about finances and the state...
26/06/2024

For many people, the thought of speaking with a financial adviser is a daunting one.

Talking about finances and the state of our financial affairs is still seen as taboo - but we only know what we know. We don’t know what we don’t know.

So, why wouldn’t you speak with an expert who has years of experience in the industry?

Our first meeting has no charge. There’s no obligation to work with me. The first meeting is to really understand whether or not you want to work with me.

You’ve got nothing to lose.

To book a free, initial meeting with me call me on 07712711016 and see how I can help you.

It can be easy to assume that the worst won’t happen to you.It’s far less stressful to avoid thinking about it, but if y...
24/06/2024

It can be easy to assume that the worst won’t happen to you.

It’s far less stressful to avoid thinking about it, but if you are running a business you need to understand all the potential pitfalls you might face.

That’s why Business Protection is such a powerful tool for you to have in your company.

Business Protection will help you to keep the wheels turning in your business if a key player in the company structure is unable to work for a prolonged period of time.

To understand more about Business Protection, or for a review of your business policy, call me on 07712711016 and book a free initial meeting. Don’t leave your business up to chance.

Address

Glasgow

Telephone

+447712711016

Website

Alerts

Be the first to know and let us send you an email when David Reilly IFA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category