We are an award winning independent financial brokerage based in Galway City Centre. With a 90 year heritage we advise clients on everything from life assurance, pension funding and investments.
Here are some headline numbers to give you a better feel for what we’re all about, where we come from and who we deal with.
Over 90 years of heritage and reborn in 2009!
We look after 70 families
Over 50 company clients
Currently 14 services providers
Named "Best Regional Financial Planning Firm" 2018
Excellent service - displayed detailed understanding of my personal circumstances and came across as extremely knowledgable. Friendly, polite and very at ease with a range of subjects. Provided a comprehensive range of options and clearly articulated all relevant implications. More...
Thanks for the great review Julian
Outstanding professional service. I've recommended this company to several of my colleagues. It's an enormous comfort to delegate my financial planning for today and the future to someone I trust who is is a specialist in an area I know nothing about. It given me great piece of mind and allows me to get on with my own day to day. More...
I appreciate the positive review John