Financial Planning

We regard Financial Planning as the most important and essential area where we give advice on.

Investment & Savings Advice

The turmoil in financial markets over the past 6 years has caused investors to become more risk averse.


Getting a Mortgage today is a daunting process – it is a lot more difficult that it was ever before!

Life Cover

Good advice leads to peace of mind. Some of various types of protection plans we promote include: Mortgage Protection, Level Term Assurance & Whole of Life Cover for Inheritance Tax Planning.

Critical Illness

Critical Illness (also known as Serious Illness or Specified Illness) is a once off lump sum payment that is paid out if you contract one of a list of illnesses that are covered by the Insurer.

Retirement Advice

It can also be a time of uncertainty for some people. You wonder if you have enough funds to maintain your lifestyle and how long will it last?

Pension Advice

Planning for retirement can be complex and confusing.

Business Protection

All businesses, whether large or small are heavily dependent on one important asset – their people.

Inheritence Tax Planning

The importance of planning ahead for projected Capital Acquisition Tax should be very high on your agenda.

Income Protection

It may surprise you to know that many people in Ireland will be out of work for more than six months through illness or injury.