Sound Advice

Not if you have expertise and an in-depth knowledge of Investments, Life Insurance and Retirement Planning. However, if your expertise is in other areas and are the kind of person who likes to gather, review and evaluate relevant information about a topic in order to make an informed decision, then the answer would be yes.

Our service is all about providing you with relevant information and impartial advice so you can make informed decisions about insurance, investments and your retirement.

Basically, there are three stages to the process:

1. We start with an initial chat where we figure out if we can help and have a general discussion about your financial goals.
2. Then we conduct a “fact find” where we gather information about you and your finances. All information provided is held in total confidence.
3. Based on our analysis of the information gathered, we provide you with advice about the options available to help you achieve your financial goals.

Aside and apart from having over 70 years cumulative experience in financial services, the principals are authorised by the Central Bank of Ireland to carry out business as retail intermediaries.

The authorisation number issued to us by the Central Bank of Ireland is C3120.

For life insurance, retirement planning, savings and investments it’s never too early or, indeed, too late to start protecting what's important to you, to start putting something aside for your retirement or to start making your money work harder for you.

Now is as good a time as any. 

Because only you can protect your family against the financial impact of you suffering a life-altering injury, serious illness or your premature death.

Because the only one who’s going to provide for you in your retirement is you.

Because these things are important to you.

In order to minimise the cost of providing services to clients, we use commissions received from product providers to cover part of the cost of the time and effort required to provide those services. By and large, commissions received from product providers will cover the cost of providing our services in all but the most complex of cases.

Before we start working for you, we will give you an estimate of the time and effort that, based on our understanding of your financial goals, will be required to provide the type and level of advice you will need. Full details of our scale of fees are set out in our terms of business.