• Well you did know it was on its way …
  • Please see below some of the more significant ‘wins’ that we have delivered for our clients.  Our firm provides high quality independent and expert advice based on what we would do if we were the client. Our firm has investment and risk management in our DNA and we work with clients in a professional, open and transparent manner at all times. Feel free to contact us to discuss the services offered and any costs involved
  • Client ‘Wins’
    • Delivered pension cost structures less than a quarter of that offered by a leading provider
    • Increased the pension  tax free cash amount for a retiring pension scheme member by €73k over and above what the Trustees had advised previously
    • Reduced  costs by 20% on a Group risk protection scheme
    • Increased pension transfer values by 2%-3% on pension scheme wind ups
    • 100% net allocation rate offered on all pension contributions
    • Range of  Investment options, for both companies and individuals, with full liquidity and the only entry cost is the 1% Govt. levy
    • Holistic financial planning for all  moving parts for you and your family’s finances