WHO WE ARE
We are a privately owned independent Irish advisory business. Our clients include businesses, pension schemes, charities and private individuals.
Through our service AdvisorPro, we provide a dynamic, easy and unique way for individuals to optimise their household’s financial future. Following an initial in-depth review, AdvisorPro offers ongoing proactive engagement, with access to your full financial picture online, and personalised advice where and when you need it, giving you the confidence to live the life you want.
We help companies and their trustees to manage investments and pensions more effectively saving our clients time, effort and ultimately cost. We have become a full-time pensions resource, managing and offering advice on all aspects of your scheme, be it a defined benefit pension scheme or a defined contribution pension scheme. Our knowledge of the intricacies of pensions and investments coupled with our people focus and independence is something that few firms can rival.
Because we are independent and we take a holistic approach, our clients are assured that their interests are front and centre when we are designing and managing their individual solutions. We are well known for delivering innovation in the pensions space, and pride ourselves in continuing to bring new thinking to financial planning and investments.