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About Rockbridge Financial Planning

Rockbridge Financial Planning is a firm which provides comprehensive financial planning solutions to individuals and companies. We are committed to providing the highest standards of advice, service and on-going support to our clients. Financial planning is not a once off transaction, rather it is a long term collaborative process if it is to be effective. We work closely with our clients to determine what their financial objectives are within the context of their life goals and unique circumstances. We then work in partnership with them over the long term focusing on helping them achieve their financial ambitions efficiently and within a specific timeframe. The main financial planning areas in which we work closely with clients include the following: • Retirement Planning • Tax Planning • Cash-flow Management • Risk Management/Protection • Investment Strategy • Estate Conservation • Business Exit Planning COS Financial Solutions Limited trading as Rockbridge Financial Planning is regulated by the Central Bank of Ireland

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