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Wealth Managment & Retirement Planning

It is quite true that “money makes money” and once the hard work of initially generating a profit has been done, many clients seek our opinion on how and where they can invest their profits. We can conduct a complete review of their personal finances in order to identify and formulate a financial plan that is appropriate to their circumstances and aspirations. We have contacts with many third party providers who can offer different alternatives.

These include:

  • Finance One
  • Cantor Fitzgerald Stockbrokers
  • Bank of Ireland Private Banking
  • Independent Trustee Company (for self-administered pensions)
  • First Choice Finance Limited
  • Close Brothers

In advance of an owner retiring, we can formulate the most effective exit strategy for him in advance of his retirement.

We provide our clients with a complete consultancy service from regular... Read More

Mediation is a flexible, non-binding dispute resolution process in which ... Read More

Our firm provides a comprehensive taxation service to our clients both... Read More

We provide a complete company secretarial service to our client companies... Read More

We provide a full audit and accountancy service. An audit is a statutory requirement... Read More

We provide a full range of bookkeeping services to both small and medium sized... Read More

Setting up a new business can be a very challenging and exciting time but... Read More