Trusted Financial advice
Work with a trusted
Qualified Financial Advisor
to identify and achieve your financial goals.

Assess your current financial situation.

Grow, Protect and transfer your business assets
We advise on products and services that can help businesses and their owners plan for their future. If you haven’t a business protection plan in place, talk to us today. We will look at your current situation and talk you through the available options. With this information to hand you can then decide what action you need to take.

Clear Concise Professional Advice
We will take time to get to know you, your personal circumstances and your financial goals. We will discuss your options and help you come up with a financial plan. Secondly, we will research products that match your needs from the range of companies we deal with, providing a “fair analysis” of the relevant market.
Cork based financial broker
Offering Trusted Financial advice since 1991
Flexible personal service
Our processes are fully digitised which means you can choose to meet with us remotely or in-person. Since Covid a lot of our clients have embraced remote working arrangements and are comfortable discussing their financial plans by video link e.g. Zoom. This allows our clients to arrange their financial review meetings at a time that suits them and with a minimum level of intrusion into their home or working life.
Of course since the easing of Covid restrictions we are free to meet in person again and this remains the most popular option for many clients. Why not contact us to discuss your requirements by arranging a callback. Once we receive your request we will give you a quick phone or video call to find out if the services we provide are the services you require.

John Forsythe QFA FLIA RPA
why choose us
The Competition Authority found that demand for financial advice was more price sensitive in the broker market than through direct channels. With 1,200 Financial Brokers in Ireland, the six domestic life companies are much more competitive with regard to price, product design, investment performance and service than they would be if they dealt with advisers who are tied only to them.

Real world examples of our work
Case Studies

