Looking for a Financial Adviser in Malahide? If you’re seeking expert and impartial financial advice, we are a regulated financial broker, successfully advising individuals, families, and businesses since 2008.
Our Difference
Our difference is our tailored personalised service aligned to our real value ethos, which offers low investment charges, discounted protection premiums and digital convenience.
Our Life Insurance Services
Our lowest fixed cost protection solutions, make arranging cover incredibly hassle-free, albeit for your mortgage, family, or business protection needs. All of your free recommendations include a personal statement of suitability for added peace of mind.
- Mortgage Protection
- Life Insurance
- Serious Illness Cover
- Income Protection
- Keyman Insurance
- Estate Planning
Our Pension & Investment Advisory Services
We offer fully transparent single cost inclusive investor solutions, for maximum clarity and better investment returns. This service includes; Needs Analysis, Investment Risk Profiling, Bespoke Portfolio Recommendations, and long-term reviews.
Our expertise centers on pre and post-retirement planning, as well as structured portfolio lump sum investments, for both personal and corporate clients.
Local Expertise
For a no-fee, no-obligation discussion about your life, pension, and or investment or broader wealth management requirements, why not call us today on: 01 845 0049.
Founder Details:
Ken O’Gorman – QFA, SIA, RPA, CB
Phone: +353 (0)1 845 0049 | Mob +353 87 665 8516
