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We are Financial Advisors offering personal and corporate financial solutions to individuals and business owners to help ensure wealth maximization and protection. We will ensure that you have the most suitable and tax-efficient products in place for securing and protecting your financial future. Our Services: - Pension Planning & Retirement - Mortgage Protection Insurance - Life Insurance - Income Protection - Savings & Investments (including ESG Investing) - Business Assurance
As a Financial Advisor I have the privilege of helping individuals with their money, which impacts their whole life. Everyone’s financial situation and paths are unique and to be able to delve a little deeper into people’s past, where they’re headed, and find out what is most important to them allows me to assist them in the best way possible to achieving long-lasting financial goals.
This is hugely rewarding, both personally and financially, as it allows me to develop the most suitable Financial Plan and strategies for securing and protecting not only theirs, but most importantly their family’s financial future and well-being.
It is always humbling to hear directly from clients how myself and my team has had a positive impact on their lives, helping them through either the simplest financial decisions, and at other times more comprehensive financial achievements.
I found my passion starting off my career in the Life Insurance industry in 2005. Gaining significant experience in the areas of Pensions, Investments and the Protection business, I have always had the entrepreneurial mindset to start my own Financial Planning brokerage where I could build up my own team (and company) on the fundamental principles of an ethically run business, with shared ideas and open team communication.
These principles have since enabled my team to be shortlisted for the coveted ‘Best new Brokerage’ accolade in 2015 imparted by the Professional Irish Brokers Association (now Brokers Ireland LPI awards).
Our focus is to listen, ask the right questions, and really understand what you want to achieve, and help you get there. Sometimes this can be something quite simple, other times a more comprehensive, long-term financial strategy is required to achieve a financial need or objective.
With all of our Senior Financial Advisors having achieved their Qualified Financial Advisor (QFA) designation coupled with many years of experience, we always aim to work in our client’s best interests, and provide the best-in-class financial solutions for those seeking professional and honest financial advice. We pride ourselves on going the extra mile for all our clients.
We can provide all of our services either:
- Online
- Remotely (Zoom/video call/phone call); or,
- In person (With Socially Distanced measures in place)
We have Socially Distanced measures in place:
- Customers are required to wear a Face covering (mask) and disinfect their hands (anti-bacterial spray) on entering the premises.
4.87/5.00
based on 592 reviews
I am looking to start investing in a pension in my early 20s, but want to make sure I am ethically investing my money. Christina clearly explained the basics of pensions to a beginner like me! I cannot recommend Ethico enough they are the way to go for all financial advice with no strings attached! Thanks for the introductory call Christina, I will be calling back in a few months time for next steps advice!
24 Jan 2024
I was worried about setting up a pension in time to making saving for it easier during my 20s, but Christina was lovely to talk to about it and explained everything clearly.
09 Jan 2024
Adelin provided an excellent service and took away all the uncertainty around filing my tax returns. I would strongly recommend ASI for your tax accountancy needs. A hassle-free and pleasant experience.
16 Nov 2023
