Our Financial Advisors provide financial advice and planning for business owners and employees,
developing tailored strategies using the latest industry technologies to help you achieve your life & business goals.
ALL QUOTES AND APPOINTMENTS ARE NOW FREE FOR A LIMITED TIME
Freephone (1800) 808-808
Freephone (1800) 808-808
Our financial advisors are readily available nationwide, offering award-winning financial advice in Dublin and all of Ireland.
Whether you’re looking for money management advice, investment advice or pension advice, you can always rely on us to fulfil your requirements.
Choose below from Wealth Management, Financial Planning or individual services & advice.
We will assist you in implementing a concrete financial plan to ensure you meet your financial goals & are adequately protected.
We will assist you in implementing a concrete financial plan to ensure you meet your financial goals & are adequately protected.
Start or review pensions and receive expert guidance on investment strategies and tax benefits. Assisting you with retirement goals and devising personalised solutions
A straightforward way to save every month to help with financial goals such as college education, buying a home or helping your children onto the property ladder.
Find and trace pensions from previous employment. It is particularly helpful for individuals who have worked for multiple employers throughout their careers and wish to combine their previous pensions.
A financial plan provides clarity and direction, helping you align your wealth with your long-term goals. Whether you’re growing a business, preparing for retirement, or protecting your family, a structured plan helps optimise tax efficiency, manage risk, and ensure your assets are working effectively for your future.
Business owners have unique opportunities to extract value through director pensions, succession planning, and corporate structures. A tailored strategy can help you reduce tax, build personal wealth, and create financial independence beyond your business — all while protecting its long-term viability.
It’s never too early — or too late — to start. Early planning fosters flexibility, enhances compounding outcomes, and informs decision-making. Whether you’re navigating your first major financial decision or preparing to transition out of your business, personalised advice ensures you’re on track at every stage.
We believe wealth should grow without compromising peace of mind. A robust financial strategy combines growth-focused investments with income protection, estate planning, and liquidity management. It’s not just about returns — it’s about ensuring your financial decisions support the life and legacy you’re building.
A pension plan is a tax-efficient way to save for retirement by contributing regularly into a fund that grows over time. Contributions typically receive income tax relief (up to certain limits), and the investment growth is tax-free. At retirement, a portion can be taken as a tax-free lump sum, with the remainder used to provide income through annuity or drawdown options — helping you build long-term financial independence.
If you’ve left a job but still have a pension with that employer, you may have the option to leave it where it is, transfer it to a personal retirement bond (PRB), or consolidate it with a new scheme. Each option has different implications for access, charges, and investment flexibility. Reviewing your goals with a financial advisor can help you maximise the benefits of your existing funds.
The ideal contribution depends on your age, income, retirement goals, and current savings. As a general guide, starting early and contributing a percentage of your gross income (in line with Revenue limits) is key to building sufficient retirement wealth. Business owners can take advantage of additional options such as executive pensions or company contributions for greater flexibility and tax efficiency.
There is no one-size-fits-all pension — the best plan is one that aligns with your income level, risk tolerance, retirement timeline, and tax profile. A strong plan will offer flexibility, low costs, diversified investment options, and the ability to scale contributions as your circumstances change. Tailored advice ensures your pension strategy complements your broader financial plan.
The most important step before investing is understanding your financial goals, timeline, and risk tolerance. Investing without a plan can lead to poor decision-making. Whether you’re saving for long-term growth, retirement, or a specific milestone, a clear strategy — backed by a diversified portfolio — ensures your money is working effectively for your future.
Saving early in a tax-efficient and growth-oriented way can make a big difference when it comes to education costs. Consider investment options such as a regular savings plan, a diversified fund, or a trust, depending on your time horizon and risk profile. The right structure will strike a balance between accessibility and long-term growth potential, enabling you to meet future expenses with confidence.
ESG (Environmental, Social, and Governance) funds aim to invest responsibly while still delivering strong returns. Historically, ESG investments have performed comparably — and sometimes even outperformed — traditional funds, particularly as sustainability has become a mainstream concern. Choosing ESG doesn’t mean compromising performance; it means aligning your portfolio with your values and future trends.
The best place to invest depends on your goals, risk appetite, and investment horizon. A well-diversified portfolio — typically a mix of equities, bonds, property, and alternative assets — helps manage risk while aiming for steady growth. Whether you’re investing personally or through a business, expert guidance ensures you select assets that suit your strategy and long-term objectives.
