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About

We are personal financial planners. With our client’s best outcome always at the heart of our process, we strive to fully understand individual needs and align our interests with theirs. In a bid to optimise the financial decisions of our clients we provide tailored propositions at an individual level.

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Reviews (2)

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J

Jason O'Connell

For all family finance matters speak to highly qualified and experienced planners.

C

Cat Wright

Having recently moved to the UAE, I reached out for help and was referred to Paul by a colleague.

Paul went above and beyond what I expected of him and I would happily recommend.

I found our meetings enlightening and I was made aware of so many things that are important for expats to know. I would liken the advice given to what I was used to in the UK.
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Q&A

A financial planner is a strategist, wealth adviser, project manager, counsellor. mentor, risk assessor, voice of reason, critical friend, coach, sounding board - the right financial planner can be one of the most important people in your life.

Being a financial planner is a big responsibly and privilege.

To take control of my own professional destiny helping clients to take control of their dreams, aspiration and financial security

Working with us is not for every client. We work best clients who are motivated, value professional advice, are keen to learn how to improve their financial journey to retirement and beyond.

Services

Creating a road map to a comfortable and sustainable retirement

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimising gift, estate, generation skipping transfer, and income tax

Investigating and assessing the appropriateness of transferring UK pensions to Ireland, utilising cashflow modelling, covering both UK and Irish pension assets and how they integrate on a cross boarder basis.