Caulfield Financial Ltd

Caulfield Financial Limited is a financial planning firm founded by Aoife Caulfield, who serves as the Executive Director. The company was established to provide customer service excellence and remove barriers to accessing financial advice. Based in Barntown, Wexford, the business offers a private and confidential service with appointments available during evenings and weekends. Aoife Caulfield is a Qualified Financial Adviser and Retirement Planning Adviser with experience in the industry since 2000.

The company specialises in various areas of financial planning, including retirement planning, life and serious illness cover, income protection, and mortgage protection. It also assists with the amalgamation of pensions, UK pension transfers, and savings and investments. Caulfield Financial provides access to a wide range of investment funds suitable for both cautious and adventurous investors. The firm is authorised as a Deposit Broker and works in collaboration with trusted insurance providers.

Caulfield Financial aims to save clients time and money by handling decision-making support and administrative paperwork. The company emphasises a personal approach, ensuring client information remains secure while managing and reviewing policies. It supports local jobs and gives back to the community. The business is regulated by the Central Bank of Ireland and strives to create a positive customer experience for individuals and families seeking financial guidance.