We are passionate about always doing the right thing for you and your finances. We take time to listen to you to understand your values, lifestyle goals and aspirations. Together we create a financial plan which evolves with you over time. Tell us who you are:
We believe in developing a long-term working relationship with our clients, based on a premise of transparency, integrity and treating our clients fairly. We have a compelling approach to wealth management that is most suited to investors with assets of €100,000 or more.
Professional advisors such as Accountants and Solicitors should select this section
We also offer our portfolio management services to Intermediaries & Pensioneer Trustees on behalf of their clients.
There is no such thing as an "average" client
We are sometimes asked by prospective clients what our average client is like.
Although it is a good reference question to establish how we work, it is extremely difficult to answer in all honesty.
Do you have Capital Gains Tax losses?
If you have Capital Gains Tax losses from investments in say Irish Bank Shares or property investments on which you either have realised or can realise a loss we might have some good news for you.