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.
Sustainable and Responsible Investing
Investors around the world have grown increasingly aware of the impact of certain business practices on amongst other things; the environment, child labour and the production of cert...
Foreign Citizens living in Ireland
Expert, Independent Advice that is focused on you and your goals
We specialise in advising clients with more complicated financial affairs and in particular we have developed bespoke solutions for F...