HOW WE'RE DIFFERENT
We focus on you and your goals
We get it! Everyone is unique and every business is different.
Take for example the Irish banks who will boast of their heritage & extensive resources. Here’s what they should be talking about…
YOU, THE CLIENT
We believe that Irish clients have been saturated with financial products and not what they can actually help you achieve. We understand that you want and need to know what you are investing in but will that free you up to have a better lifestyle and more time with friends and family? Will you worry less and sleep better? Will your retirement be everything you ever wanted it to be? Over the years we have built relationships with you, not your money.
BEST IN CLASS
Over the last 5 years we have strived to be best at what we do. To offer a bespoke and personalised service for our clients. We scrapped the traditional model and created a new proposition. One that helps our clients achieve the things that matter most to them.
TODAY
So where are we now, 10 years later? We have grown our client base substantially and firmly established ourselves as a leading light in financial services in the west of Ireland
THE 3 THINGS THAT MAKE US DIFFERENT
We’ll be building a genuine understanding of you and your bigger picture.
We’ll ask what money really means to you. How you want it to affect your family. We’ll explore your ideal lifestyle and how you want to spend your time. We’ll want to know what worries you and even what’s on your bucket list. From there we’ll build you a plan that takes all of this into account.
Most other financial advisors can only advise you on investment products. Typically they can’t give you advice on all the other stuff, like tax or wills. You can end up speaking to lots of different firms, which can lead to mistakes and extra costs.
With us, we will liase on your behalf with your auditor/accountant and solicitors if necessary. We work hand in glove with specialists in minimising taxes, estate planning or business advice.
Everything we do will be completely joined-up and you’ll have one point of contact for your financial affairs.
There can be a tendency to err on the side of caution when it comes to investing your money. The truth is that most people don’t invest as well as they could. We approach investing with a realistic research based philosophy that is based around managing risk, considering alternatives and ultimately common sense.