We are authorised to carry on investment business in the Republic of Ireland by the Institute of Certified Public Accountants. We can provide you with an independent assessment of your existing financial Resources and future financial needs.
We are able to advise you on proposed investments and also to recommend suitable investments, savings plans and protection policies to cater for your identified attitude between risk levels and expected rewards.
These recommendations will be tailored towards your current life cycle stage
Unemployed
Working
Retired
and your current family commitments and succession/exit plans.
We are also able to give you integrated and relevant tax planning advice directly related to proposed investment, savings, pension and protection policies.
We may be able to introduce you to other sources of financing your business or capital acquisitions.
In the course of our ‘Fact Find’ we will carry out ‘A Personal Financial Review’. This will enable us to give you impartial advice on the widest range of financial products available on the market.
