Our Terms of Business

As one of Ireland’s leading financial planning firms based in south Dublin, there’s very little we haven’t encountered to help our clients prepare for. Our experience, technical knowledge and willingness to see things from your perspective means that whatever you have in mind for you and your family’s future we can help you plan the best way to get there.

We look for more than the financial facts and need to understand what shapes your goals and aspirations and how you want to live your future life.

We are a fee based financial planning firm. This means that we can focus on delivering the best advice for our clients needs and aren’t compromised by ties to financial product providers such as investment companies and pension providers.