Individual Clients

The landscape may change, but our commitment does not.

Pensions

Over 2000 individual clients

Executive pension plans for business owners, PRSAs, personal pensions, PRBS and small self administered pension schemes

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Retirement

Experts in advice at retirement

We provide expert financial planning advice to clients who are approaching retirement or who have already retired. We specialise in Approved Retirement Funds (ARFs) and ensuring you have an ARF that best suits your needs and objectives.

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Protection

Long-term plans for all situations

We never know what problems life throws at us. It is always important to assess your options around protection. We will guide you through the process step by step. 

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Investments

Expert financial advice

Long-term saving and investments can sound complicated but it doesn’t have to be. Whether you are a seasoned investor or new to it, there are many options.

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Pensions

Over 2000 individual clients

Executive pension plans for business owners, PRSAs, personal pensions, PRBS and small self administered pension schemes

Learn More

Retirement

Experts in advice at retirement

We provide expert financial planning advice to clients who are approaching retirement or who have already retired. We specialise in Approved Retirement Funds (ARFs) and ensuring you have an ARF that best suits your needs and objectives.

Learn More

Protection

Long-term plans for all situations

We never know what problems life throws at us. It is always important to assess your options around protection. We will guide you through the process step by step. 

Learn More

Investments

Expert financial advice

Long-term saving and investments can sound complicated but it doesn’t have to be. Whether you are a seasoned investor or new to it, there are so many options.

Learn More

Pensions

We help clients at all stages of life. Whether you are in your 20's looking to start a pension or slightly later in life looking to assess your options, we are here to help.

We help clients understand:-

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Their goals and objectives

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The benefits and Tax relief of effective pension planning

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How to assess their investment risk

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Understand the most suitable plan for their situation

Retirement Planning | Investing at Retirement | Financial Planning

Retirement

 Whether you are approaching retirement or are in retirement and would like investment advice, we can certainly help. We work alongside clients across Ireland to help ensure they get the lifestyle they deserve in retirement.

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Advising clients on their retirement options​

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Experts in Approved Retirement Funds (ARF)

Individual retirement planning

Specialising in reviewing existing aRFs

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Over 100 years Of combined experience

Protection

As we know, now more than ever, things can change very quickly. If you would like a quote of any of the below, please do not hesitate to contact us.

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Income Protection

Having income protection in place will give you the opportunity to replace 75% of your salary should you become unable to work. It will give you peace of mind and allow you to put your focus on getting better.

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Mortgage Protection

Your mortgage will likely be one of the biggest financial commitments you will make. Mortgage protection will pay off your mortgage should you die, meaning your loved ones are financially secure.

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Specified Illness Cover

Certain illnesses can have a big impact on your life. They could potentially stop your from being able to work. Specified illness cover will provide you with support should you be diagnosed with a particular illness (specified on the policy).

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Life Insurance

It is important to safeguard your family’s financial security. Having a life insurance policy in place will help pay bills, childcare costs or loans should you die.

Investments

Long-term savings and investments can sound complicated, but they do not have to be. Whether you are a seasoned investor, or new to it, we can talk you through the various options. We work alongside our clients to help them achieve their financial goals in a way that is best suited to them. 

 

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Understand your goals and objectives

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Assessing your Attitude To Investment Risk

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Explain & Discuss Different Asset Classes

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Recommend a suitable investment option for your consideration

One Broker for Life

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