Financial planning is a journey that requires us to build a relationship with you. Whether it is when you are starting out or if you are already established and availing of our services for the first time, we will be able to facilitate your needs fully. As we are not tied to any one provider, we can access products from all providers to provide the following;

  • Life Assurance and Serious Illness Cover – Insurance
  • Inheritance Tax Cover (Section 72) – Insurance
  • Mortgage Protection – Insurance
  • Income Protection (otherwise known as PHI or Permanent Health Insurance) – Insurance
  • Personal Pension Plans – Pensions
  • PRSA’s – Pensions
  • Buy Out Bonds – Investments
  • Company Paid Pension Plans¬ – Pensions
  • Self-Administered Pension Arrangements – Pensions
  • UK Pension Transfers – Pensions
  • Group Pension Plans – Investments
  • Regular Savings Plans – Investments
  • Lump Sum Investment Plans – Investment
  • Home Insurance – Insurance