We specialise in the provision of retirement/ financial planning advice.
Established in 1993, with 24,000 clients & over €700 million in funds under management.
Authorised Advisor; not tied to any one company.
Experienced Board of Directors.
Fully regulated by the Central Bank of Ireland.
Our team of over 40 Financial Advisors work with clients from initial consultation through ongoing servicing and monitoring. Our goal is to guide our clients toward making the right decisions regarding their own financial priorities and concerns.
Our team includes 7 highly experienced and qualified Administrators, 3 Quality Control Executives, 5 In-House Support Personnel, an experienced Management Team and a Board of Directors.
Suites 3 & 4 Gowna Plaza,
Bracetown Business Park,
Clonee, Co. Meath,