Our client list is wide and varied and covers people and businesses from all over Ireland. While some of our clients are well known, most of them are individuals who either run their own businesses or previously did so before retiring and who typically have funds of €500,000 or more in investible assets by way of either personal investments and or pension funds.
Our clients range from individual investors and personal pension funds to internationally publicly quoted companies that require arrangements for Irish staff. We also carry out specialist technical work for leading professional firms, insurance companies and Credit Unions.
In many cases we deal with their particular needs as business owners but, from time to time, we are also sought out to arrange pensions and group risk insurances for their employees.
For a fuller understanding of how we may be able to help you, to see the type of work we have been engaged with for our clients and to read what our clients really think about us, visit our Success Stories and What Our Clients Say About Us pages.