Personal Financial Health Check
We carry out a complete financial health check of all your affairs, including bank accounts, borrowings, investment, life assurance, pensions etc. This is an independent review, carried out to ensure that your affairs are structured in a financially efficient manner. A detailed report on the areas reviewed is provided to our client along with a set of recommendations.
Investment Advice
Since 1997 the investment market has experienced radical change. It is becoming more difficult for clients to be aware of the variety of options available for their investment funds. Accordingly, we will advise you on how best to maximise returns on the monies you have available, and source the individual investments that would be appropriate for you.
Share Transactions Service
In conjunction with one of Ireland's leading stockbroking firms, we can provide our clients with an execution only share transaction service. This allows us to advise and design comprehensive investment portfolios for our clients.
On-Going Advice
On occasions, our clients contact us for advice in relation to individual matters affecting their finances. This advice can encompass a wide variety of financial matters. Quite a number of individuals retain us on an on-going basis throughout the year to advise them. So, whether you have an individual issue that you require advice on, or wish to retain our services on an on-going basis, please contact us for further details.
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Sat, 31 July 2010 
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