Our services

We provide financial advice in several areas which include:

Company pensions, ex employer pensions, personal pensions, PRSAs.

Income protection, life cover, serious illness cover, business owner.


 Inheritance, Redundancy, savings, Uni fees.

 First time buyers, trading up mortgages, Remortgage, Investors.

Financial Planning:

We look at the whole picture which includes how yo want to live and if you will have enough to last you forever.

Business owner advisors:

Setting up a business.

Should you set up as a sole trader or limited company. We will show you how they differ in practical terms.

We help business owners in several areas such as exit strategies using clever tax tactics.

Do you plan to be Financially Independent of your business or do you want to be Financially Independent of it?  We show you how to become independent of it by transferring wealth from it to you, over time.

We specialize in Husband and wife business owners, this is the exact business owner profile that really like working with us.