Financial Services in Galway
Mortgage Protection, Life & Specified Illness Protection, Income Protection, Pension Services, Investments & Savings Services, Business Protection, Financial Planning
Mortgage Protection
Mortgage Protection Services Countrywide
Taking on a mortgage is one of the biggest financial commitments you'll ever make. Whether you're buying your first home, moving house, or switching lenders, it’s essential to ensure your mortgage is protected, so your home and your loved ones are safeguarded if the unexpected happens.
At BOK Financial Services, we provide tailored mortgage protection solutions. With access to Ireland’s leading insurers, we help you find the right cover at a competitive rate, tailored to your needs, your mortgage, and your future plans.
- Comprehensive Mortgage Protection
- First-Time Buyer Support
- Joint Mortgage Protection
- Policy Reviews
- Specified Illness Options
Life & Specified Illness Protection
With proper protection, you can ensure your family's financial security regardless of what the future holds. We provide comprehensive life and specified illness protection solutions tailored to your unique circumstances, ensuring you have appropriate coverage to protect what matters most.
At BOK Financial Services, we take the time to understand your needs and guide you through your options, so you can feel confident knowing your loved ones are financially protected.
- Life Insurance Solutions
- Specified Illness Cover
- Family Protection Planning
- Business Protection, including keyman cover and shareholder protection
Income Protection
Our Income Protection Services
Your ability to earn an income is your most valuable financial asset. Income protection safeguards this asset, providing security if illness or injury prevents you from working. We specialise in tailored solutions that ensure financial stability during challenging times, protecting your standard of living regardless of circumstances.
At BOK Financial Services, we help you put the right safeguards in place, so you can focus on recovery without the added worry of lost income.
- Personalised Protection Policies
- Professional & Self-Employed Solutions
- Tax-Efficient Protection
- Comprehensive Protection Strategy
Our Pension Services
Securing your financial future through proper pension planning is essential. We offer specialist advice to help you navigate Ireland's complex pension environment. Whether starting your pension journey or approaching retirement, our advisors provide clear, personalised guidance with decades of experience to make pensions straightforward.
At BOK Financial Services, we help you take control of your retirement planning with tailored strategies designed to suit your personal or business needs.
- Pension Types & Selection
- Corporate or Self-Employed Pension Planning, including
- Group Pensions
- Death in service
- Group Income Protection
- Auto Enrolment / Group pensions for your employees
- Investment Strategy and Risk Management
- Approaching Retirement and Retirement Options
- How can pensions help you plan for your family's wealth?
- Tax-effective pensions
Our Investment & Savings Services
Investments, Savings & Deposits
Building and preserving wealth requires strategic planning tailored to your financial goals and risk tolerance. Our investment advisors provide personalised guidance to navigate the complex world of investments and savings, with our Specialist Investment Adviser (SIA) qualification supporting tailored solutions for your short and long-term objectives.
At BOK Financial Services, we deliver clear, objective advice to help you grow and manage your wealth with confidence.
- Investment Strategy Development
- Diversified Investment Solutions
- Regular Savings Plans
- Tax-Efficient Planning
Our Business Protection Services
Your business represents years of hard work and investment. We help business owners safeguard against unexpected events that could threaten continuity and financial stability. Our solutions address specific risks faced by partnerships, limited companies, and sole traders, ensuring your business can weather unexpected challenges.
At BOK Financial Services, we provide tailored protection strategies designed to secure your business and the people behind it.
- Shareholder & Partnership Protection
- Key Person Insurance
- Corporate Loan Protection
- Business Continuity Planning
Financial Planning Services
Comprehensive financial planning provides the roadmap for achieving life goals through proper management of resources. We offer holistic services to individuals and families throughout Galway, led by Greg Tynan, a Certified Financial Planner (CFP®) with international credentials. We bring clarity to complex decisions, helping you navigate life's milestones with confidence.
At BOK Financial Services, our personalised planning process helps you build a secure and fulfilling financial future.
- Comprehensive Financial Reviews
- Goal-Based Planning
- Estate Planning
- Personal Risk Evaluation and Protection
- Family protection
BOK Financial Services Ltd.
Church Street
Gort, Co. Galway
H91 K8PO
Ireland