Investments & pensions

Independent financial advice and specialist knowledge...

In todays complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

Investments & pensions

We are regulated by Chartered Accountants Ireland and can ensure you receive unbiased and correct advice on the following:

  • Wealth management
  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts
  • Investments
  • Exit planning and business succession

Require more information?

If you would like more information or would like to speak to us direct then call us on 028 3025 1025 or 028 9051 7058. Or if you would prefer, ask us a question online.