About Us

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.

Our Mission

To deliver better retirement savings solutions outcomes for people, while helping companies manage the complexity, costs and risks associated with pensions.

Our Values

ENTRUSTED
We are responsible for over €2 billion in client funds, assuring the futures of over 40,000 workers and providing pension scheme & investment management services to more than 1 in 10 of all the private sector employees in the Irish DC pensions market.

INDEPENDENT
Because we are completely independent of product providers, we can be impartial in our advice. We do not sell products or earn commissions.

 

EXPERT
We deliver the best data analytics, financial modelling, portfolio construction, investment oversight, individual guidance and advice and communications services.

FLEXIBLE
We offer a flexible business model to fit with whatever business challenges your company is facing on pensions.

Our People

Our company comprises a group of highly experienced financial services professionals in the areas of pensions and investment management and related disciplines including scheme governance and communications. This enables us to bring diversity, depth and genuine innovation across retirement planning strategies.

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