We have two unique services;
  • Tidy Up My Pensions
  • Tidy Up My Cover

These services are designed for people who;
  • Feel they are paying too much for their mortgage life cover
  • Clients who have lost touch with their adviser, and haven't had a life cover review for some time
  • Have lost track of their pension plans
  • Avail of an opportunity to save money on your life cover costs
  • Do not understand what they are paying for each month

This is not about buying more or paying more. It is about reviewing your current arrangements, with an objective to save money, without compromising benefits.

Case Study
We recently reviewed a mortgage life cover policy for a client, which cost €180 p.m. This plan was originally set up through a bank, and had not been reviewed for twelve years. We were able to re-structure this cover for €106 p.m., saving the client €74 p.m. Over the remaining term of eighteen years, this equates to a saving of €15,984. (Subject to T&Cs).

We also tracked down a pension fund of €39,000 for the same client, which was held in a former employer pension scheme. We were able to support the client in getting control of the fund.

If you wish to avail of any of these services please click either option below.

As a policy we always come to visit you in the environment that suits you best. Our consultation times are flexible and we’ll always aim to accommodate your schedule.

We found this Assie Sattar very professional, helpful and efficient. He gets commission from the life and pension companies on any new policies he helps to set up for you. This doesn't necessarily mean any additional outlay on your behalf. Robert Bailey & Muireann McCleary Jolroisa Ltd
Assie Sattar t/a Assie Sattar Financial Services, Tidy up my Pensions and Tidy up my Cover is regulated by the Central Bank of Ireland.