We are a modern and transparent independently owned business based in Cork directly regulated by the Central Bank of Ireland. We offer financial and investment planning advice to private individuals, Trusts and Small Businesses who require the input and support of their trusted adviser.
While our core area of expertise is investment for the conservative, medium to long term investor, we also provide advice on life assurance, serious illness, income protection and corporate pension solutions. We believe that high quality, professional financial and investment planning can only be achieved through a transparent relationship, free from the potential for bias.
We assure all our clients that our advice is impartial, objective and personalised and delivered by extremely well qualified experienced advisers in a very transparent manner. We take pride in our profession and look to ensure every step is taken to demonstrate this to our clients.