Services
We believe in working with and listening to our clients in order to find the best solutions for their needs.
We pride ourselves on providing the best client service in the industry.
Retirement
Planning
Planning
Let us guide you along your Retirement Glidepath toward financial security
Our Service promise to you
Annual Reviews
We carry out yearly reviews with our clients, particularly as they approach retirement, to update their plans and ensure they are aware of their options.
Quality Control
We have a dedicated team of Quality Control Officers who review all paperwork submitted to our office. They speak to clients regularly to ensure they are happy with the service they received.
In House Advisors
We carry out yearly reviews with our clients, particularly as they approach retirement, to update their plans and ensure they are aware of their options.
Information Management
Yearly statements are sent to all our clients, updating them on the current status of their policies. All personal and financial information is held in a completely secure environment but accessible by our clients immediately by contacting our office.
Back Office Staff
Our experienced team of Administration, Finance and Marketing staff work in the background to ensure the high quality of service provided to our clients is maintained.
Compliance
Our Compliance Team, is in regular contact with The Central Bank of Ireland and the Financial Services Regulator to ensure our client’s best interests are protected and our services comply with current regulations.