Client Login> Our financial planning services are tailored to help individuals better understand and manage their financial affairs. Our consultants have the qualifications, knowledge and experience necessary to provide our clients with tailored solutions for their dynamic and evolving financial needs. Our services include:
- Retirement planning
- Approved Retirement Funds (ARFs)
- Personal Pensions / PRSAs
- Annuities
- Self-administered Schemes
- Personal Retirement Bonds (PRBs)
- Buy Out Bonds (BOBs)
- Executive Pension Schemes
- Certificate of Benefit Comparison
- Investment of Court Awards
- Investment advice and portfolio analysis
- Protection benefits (Life assurance and income continuance)
- Estate & inheritance tax planning
People we can help > > show less Why choose us for financial advice > > show less
We can provide advanced cashflow modelling that can help you better understand your likely income and expenditure requirements in the future.
Our survival probability models can show your life expectation which can be used to reduce the ARF “bomb-out” risk when setting your annual draw down.
We are not tied to any life insurance company or investment manager and will recommend the most suitable strategy for your specific circumstances. We provide complete transparency on any fees and commission payable which will be agreed in writing with you. Sustainability Factors: When providing advice, we consider the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, we will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG (Environmental, Social and Governance) products. We will at all times act in our client’s best interest and keep our clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products.
Get in touch
Leave a message with some information about your query and a member of the team will be in touch.