We are an Irish owned, independent advisory firm specialising in wealth management, pensions, and investment advisory services for individuals, companies, pension schemes, charities, and institutions. Since the company was established in 2003, our focus has been on protecting and growing the wealth of our clients and their families.
We are a team of experienced investment and pensions professionals who believe that everyone can benefit from high quality, independent advice. We advise on over €4.5 billion in assets impacting over 40,000 households in Ireland.
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 on continuing to bring new thinking to financial planning and investments.