Areas Of Operation

alanIN-DEPTH EXPERTISE AND EXPERIENCE

No matter what your financial requirements, large or small – we can provide you with prudent and expert advice, combined with the most suitable product or service in line with those requirements. We pride ourselves on the depth of our expertise, which ensures we can offer general financial advice that improves the management of existing resources, alongside more specialised financial advice and services which can assist you in achieving and maintaining a financially secure future.

We offer products, services and advice in the following areas:

  • Personal & Executive Life Cover
  • Personal Pensions and PRSA’s
  • Self Administered Retirement Plans
  • Full range of Investments
  • Regular Savings
  • Approved Retirement Funds
  • Inheritance Tax Planning
  • Key Person Insurance
  • Group Risk Insurance
  • Mortgage Advice
  • Deposit Rates
  • Bank Advisory Services