Financial & Investment Services
'' We are a personalised and relationship focused business whose goal is to provide a full on-going financial planning service.
Our aim is to protect and grow the wealth of our clients through careful financial planning tailored to their specific needs.
Our team of highly qualified and experienced financial advisers offers professional advice with a focus on honesty, choice and diversity.
We work closely with our clients to understand their particular needs and goals. We analyse the risks and their obstacles and create solutions that are bespoke for every individual or business.
Our services include:
Wealth Management – Investments, Stockbroking, Deposits & Savings and more
Retirement Planning – Pensions & AVC’s, Inheritance Planning, ARFs & Annuities
Financial Protection – Life & Illness Cover, Income Protection and Business Insurance
Mortgage Brokers – First Time Buyers, Self Build Mortgages, Switchers & Movers, Expat & Buy-to-let
To find out more about our services you can visit our website or drop in to our office on Cross Bridge Street in Dungarvan.