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
● Protection