Do you need Life Insurance, Retirement Planning Advice or Savings & Investment Advice? With offices in Limerick & Dublin, servicing clients nationwide we provide a professional, personal financial planning service, helping clients achieve their financial objectives in a tax efficient manner.
As a Multi-Agency Intermediary we hold appointments with all the leading Life & Pension offices. As part of our financial audit, we ensure that all recommendations put forward compliment your needs, with regular reviews developed in conjunction with you, to ensure that these ever changing requirements are designed and developed with you in mind.
- Lead contacts are Barry White QFA SIA RPA, Thomas Fitz-Gough CFP & David Sommerville CFP
- Our Financial Advisors have over 80 years direct experience in the Insurance industry having previously held senior Management roles with life insurers directly