As we all know the Irish are obsessed with owning property!. You may be one of the many whom would like to buy a second property. Did you know that you can use your pension fund to buy a property and earn an income. It is a very complex area and not without its risks, […]
Had a lovely lunch at The Clayton Hotel here by the river on Friday 1st March in recognition of our hardworking team on Employee Appreciation Day. This year we have lots to celebrate! Not only do we have wonderful employees who are dedicated to bringing our clients a top-class service but this year is even […]
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Financial Planning sits at the heart of what we do. We aim to simplify your financial affairs by taking the time to get to know you and to understand your aspirations. Any financial plan or solution that we suggest will be based on your own lifestyle and financial goals. We will then travel with you […]
Book a Consultation All you need to do is book a slot below. Choose a date and time that works best for you and enter your details. We’ll send you an invite to join a video call with one of our advisers at the time you choose. It’s that simple!
We are back to our Financial Expert Podcast Series – the first of 2024. Today we are covering another of the very big personal finance areas and that is long-term planning and preparing financially for retirement. An area that is very relevant for everyone and which we should all start thinking about right now. In […]
At the end of the day, we recognise that financial services is a relatively simple business. A product provider makes a promise to you, to pay you money (a claim) in the event of a milestone in your life (your retirement date, your death or illness). Of course the amount of the claim depends on […]