Travers Financial Planning Ltd is an Irish family owned firm based in Arklow, Co. Wicklow. We specialise in providing pension advice, financial planning and wealth management services to clients nationwide who want to achieve their future personal and financial goals.
Our clients consist of Business Owners, Executives, Directors, Self Employed, Professional/Private Investors, Families, Charities and Organisations. We believe in the importance of personal service and in building strong and lasting client relationships.
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Certified by Travers Financial Planning Ltd • May 24, 2026
Certified by Travers Financial Planning Ltd • May 24, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Frequently Asked Questions About Travers Financial Planning Ltd
What is Financial Planning?
our financial future is secured through financial planning. Our financial planners work closely with you to understand your financial position. They establish what your financial goals are and how to help you get there.
Why do I need a Financial Plan?
Sometimes it can seem like everyone is a personal finance expert. Invest in this, don’t invest in that, put everything in cash! Things can get confusing when it comes to making the right financial decisions. Our Financial Planners are experts in the areas of retirement planning, tax planning, wealth management, estate planning and income protection. You want your money to work for you. What do you need to achieve? Do you have goals you wish to reach? Do you want to retire by a certain age? Reflecting on these questions will help you identify next steps.
Is a Financial Consultation Free?
Depending on the service you wish to avail of, there may or may not be a charge for a consultation with a Financial Planner.
What is a Financial Planner?
You might have heard them being referred to as a financial planner, financial adviser or financial consultant. Bringing it back to basics, it is an expert whose purpose is to guide you through the financial planning process to achieve financial security. Our team reviews your financial situation to determine where your money is best placed. By reviewing your finances and understanding your goals, our planners will help you achieve the goal you have and the future you envisage for yourself.
What's the difference between a pension and retirement planning?
Retirement planning is to help you determine your financial goals and objectives for your life after work and what it will take to achieve them. It will include highlighting potential income sources, projecting expenses, building strategies, and managing the investment. The focus is put on what age you want to retire, the type of life you would like, what income will be sufficient and tax efficient, what assets will you need to have accumulated to provide this income and finally are your current plans on track to achieving these goals. There are different strategies and solutions that can be used to achieve your retirement goals and provide financial security. All of these strategies can be used to build assets that can provide passive income or funds that will offer financial stability and security in life after work.
What is income protection & why do I need it?
Imagine the scenario: you suddenly fall ill and are unable to work. You may be thinking, ‘I have sick pay through work, I’ll be fine,’ but have you considered the long-term impact on your finances if you’re unable to work for an extended period of time?By having Income Protection in place, you’ll have peace of mind knowing that you’ll receive a regular income even if you’re unable to work due to illness or injury. This will help you maintain your standard of living and cover your financial obligations, such as mortgage or rent payments, bills, and other expenses.
What services does Travers Financial Planning Ltd offer?
Travers Financial Planning Ltd provides pension advice, financial planning, wealth management, business protection, estate planning, group pensions, and income protection services.
Where is Travers Financial Planning Ltd located?
Travers Financial Planning Ltd is located at 12C Upper Main Street, Arklow, Co. Wicklow, Ireland, postal code Y14 R2X2.
What are the regular business hours for Travers Financial Planning Ltd?
The company operates Monday to Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Travers Financial Planning Ltd?
You can contact them by phone at +35340255304 or +353876369916, or by email at info@tfpl.ie.
Is initial financial consultation free at Travers Financial Planning Ltd?
Depending on the service requested, a consultation with a financial planner may or may not have a charge.
What makes financial planning with Travers Financial Planning Ltd valuable?
Financial planners help you understand your finances, establish financial goals, and build strategies for retirement, tax planning, wealth management, estate planning, and income protection to secure your financial future.
Which nearby dining options are available around Travers Financial Planning Ltd?
Nearby dining options include Arklow Chinese Takeaway, Tapau House (a Malaysian halal restaurant), ENJOY ASIAN Restaurant & Take away, and Rainbow Garden restaurant and café, perfect for grabbing a meal before or after your appointment.
Are there nearby health and wellness services near Travers Financial Planning Ltd?
Yes, nearby wellness services include High Glamour Hair Salon, Dublin Tattoo Company, JC Nails Spa and Beauty, and Barbers Empire, which clients might visit for a beauty or personal care appointment during their visit to the area.
Which pharmacies are close to Travers Financial Planning Ltd for convenient health needs?
Nearby pharmacies include O'Mearas Pharmacy, Life Pharmacy Ireland, and Armstrong Life Pharmacy, which can be useful for clients needing medical supplies or prescriptions.
What are some entertainment and recreational spots near Travers Financial Planning Ltd?
Clients can enjoy nearby spots such as The Cue Arklow Snooker & Pool Club, Ladbrokes betting center, The Corner House pub and cocktail bar, Arc Healing yoga studio, and Laura's Health & Dance Fitness gym.
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Certified May 24, 2026Yext Knowledge Graph
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