Pensions and Investments
Tax efficient planning for individuals and companies pre and post retirement.
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
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:
● Individual retirement planning
● Retirement and financial planning for company executives
● Investment portfolio services
Our primary objective is to help you develop and grow your business by combining our knowledge and expertise to view opportunities that may arise and overcome obstacles that may develop over the lifetime of a business. We pride ourselves in the fact that many of our clients have grown with us over the last 40 years and many of our new clients are referred onto us by existing clients.
Development of a long term relationship with clients.
OGBP know the importance of servicing the clients’ needs during good times and bad. We have found over the years that a large proportion of our new clients come to us on the recommendation of existing clients. Read more about our history.
Good working relationship with financial institutions.
At OGBP we review financial services being offered by the various lending institutions, so we are in a position to recommend the best lenders to meet our individual clients’ needs.
- Audit & Statutory Accounts
- Corporate Finance & Business Advisory
- Family Business & Private Clients
- Corporate & Personal Tax
- Bookkeeping Inhouse Training
- Business Startups
- Company Secretarial
- Payroll Services
- Online Cloud Accounting
- Pensions & Investments advice
- Acquisitions & Disposals
- Succession Planning
Anglesea Street, Clonmel, Co Tipperary.
22 Bridge Street, Ringsend, Dublin 4
Lets Get Started
OGBP is a dynamic and innovative firm of Accountants, Auditors and Taxation Advisors. Through our partner led offices we offer each client a hand’s on approach that will deliver the desired results in a timely and efficient manner.
Certified Public Accountants, Registered Auditors & Registered Taxation Consultants.
Authorised to carry out Audit Work & Investment Business by the Institute of Certified Public Accountants in Ireland. O’Gorman Brannigan Purtill & Co. Limited
Registered Office: Anglesea House, Anglesea Street, Clonmel, Co. Tipperary. Registered In Ireland No. 519314