As a firm of Certified Public Accountants advising in an area traditionally the preserve of stockbrokers, private banks and insurance brokers, we bring a different perspective to what is generally available in the marketplace. We will always give you independent advice for what is best for you and your business and we do not recommend complex investments that are not transparent and often inherently flawed with penal charge structures attached.
We are affiliated with a number of the large pension and investment providers in Ireland. We are also authorised to carry out investment business by the Institute of Certified Public Accountants in Ireland.
We would review your entire pension and investment portfolio and bring the investment management of your overall funds into focus with a view to putting in place and overall investment strategy for your funds. Furthermore, we have an extensive knowledge of the different tax structures adopted by various pension and investment providers and will use this knowledge in the tax planning of each client’s portfolio.
We have the experience with 42 years in business in the area of pensions and investments and have an in-depth knowledge of all financial products in the marketplace.
We will build a trust relationship with you over a number of years which is not sales driven. In the current economic climate knowing what sectors to avoid and which financial products offer poor value for money is the most critical aspect of investment advice and this is something foremost in our minds when we make investment recommendations. It is not possible to get It right all the time but by adopting a proactive approach and keeping abreast of market developments on a daily basis we can react quickly to market changes.
Our services include: