Trusted Financial Advisors Offering Unrivalled Value

Trusted Financial Advisors Offering Unrivalled Value

We are trusted regulated Financial Brokers supporting a nationwide client base since 2006. Offering full market with significantly reduced costs across all leading provider, Life, Pension and Investment solutions, our bespoke financial advice is unrivalled in its focus on true customer value.

We work on your behalf, as opposed to serving the interests of any financial institution, bringing you unrivalled cost savings, together with a truly convenient first-class service. Please feel free to contact us to discuss your financial needs and to obtain advice and quotes without obligation.

Financial Advisors – Dublin, Ireland

As brokers and as a member of Brokers Ireland, we partner all the biggest providers operating in the Irish market and by significantly reducing our broker commission (paid by the product providers), we fully discount all life insurance policies and provide the lowest investment management costs on the broadest range of investment and pension plans.

Call us on today on: 01 845 0049 and one of our experienced financial advisors will fully assist you or simply request a callback.

Life Insurance

We provide free full market comparison insurance quotes, across: Mortgage Protection, Life Insurance, Serious Illness, and Income protection. Your chosen policy can be easily arranged on-line, including your policy documents.

Pensions & Retirement ARF’s

For broad ranging financial advice on Pension Planning, including Retirement ARF’s and Retirement Bonds, we offer a full market comparison service with the lowest investment management charges on the Irish broker market.

Investments Bonds

If you have a lump sum to invest, we offer the broadest range of fund based insured Investments Plans, with specialist broad ranging advice to suit all investors.

Pensions & Investment Audits

Where we are requested to carry out an audit of any existing pension, lump-sum investment or ARF investments, this work will include arranging broker authority and gathering full product information, together with recommending and carrying out any alterations to amend risk and reduce ongoing charges as appropriate.

Full Financial Planning Reviews

A full financial planning review can include a meeting with one of our Qualified Financial Advisors to include:

1. An opportunity to discuss your financial goals and insurance needs.
2. An examination of your assets and liabilities, income and outgoings, insurance, savings, mortgage, and investments.
3. Identification of any gaps in your financial circumstances, such as your pension, income protection or savings needs.
4. Development of a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.
5. Preparation of a comprehensive business plan and cash flow analysis.

Financial Advisory Services – More Information

Please browse this site and our Terms of Business and if you have any queries, please make an enquiry or call: 01 845 0049 for further assistance.


Financial Advisors Dublin & Nationwide

In the past, you had to rely on your local insurance broker or bank to provide you with financial advice, but initial consultations cost you time and money and could often lead to limited choice. Now, however, thanks to a new world of best value financial solutions exists!

From the convenience of your own PC, you can now learn about, compare and arrange your life insurance online and carry out a existing pension and investment audits and consultations over your phone and via email, after which all your plan details are there at the touch of a button 24/7, using your own secure PIN.

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