As financial brokers and personal financial advisors, we research meaning that our partners only the most secure and long-established life and investment solution providers, which currently includes 24 domestic and international Asset Managers and all 5 leading Life Insurers operating within the Republic of Ireland.
We offer access to all of the following domestic, pan European and global fund managers: Aviva, Cantor Fitzgerald, Canada Life, Vanguard, Goodbody, Irish Life, New Ireland, Zurich, Davy, Invesco, Merrion, Setanta, BNP Paribas, Standard Life, Dimensional, Fidelity, Invesco, JP Morgan, Legal & General, Columbia Threadneedle, BlackRock, State Street, BNY Mellon, and KBI Global Investors.
Our extensive reach allows easy access to prime value-led financial solutions, granting you the added peace of mind!
Around the world, Aviva provides around 33 million customers with insurance, savings and investment products. The group employees over 36,000 employees with over 300 years of heritage. Aviva Life & Pensions enjoys an A1 Moody’s financial strength rating. Aviva Life & Pensions offers a comprehensive range of insurance policies including pensions, protection plans and savings & investment products. In Ireland, Aviva Life & Pensions Ireland DAC acquired Friends First in June 2018 and they now employ close to 1,260 staff and across Dublin, Galway and Cork.
Irish Life was originally founded in 1939 and since July 2013, has been part of the Great-West Lifeco group of companies, one of the world’s leading life assurance organisations Great-West Lifeco and its subsidiaries – including The Great-West Life Assurance Company which was founded in Winnipeg, Canada more than a century ago – have approximately $1.2 trillion in consolidated assets under administration and are members of the Power Financial Corporation group of companies. For the latest information please see www.greatwestlifeco.com.
New Ireland Assurance Company is the first wholly Irish owned life assurance company to transact business in Ireland. They pride themselves on its commitment to providing a high-quality and efficient service for its customers. As testament to this, the company won the Professional Irish Brokers Association Award for 4 consecutive years. They have also won several other prestigious awards for Service Excellence, Investment Excellence and Excellence in Financial Products.
Royal London have been operating in Ireland for over 180 years and were most recently known as Caledonian Life. Royal London plc is a wholly owned subsidiary of Royal London Group plc, the largest financial Life, Pensions and Investments mutual in the UK and Ireland. The group has over 5.3 million policy holders and 3,000 employees. Founded as a Friendly Society in 1861, Royal London was initially set up as a friendly society dedicated to serving the interest of its members and securing their financial security. Royal London became a mutual life assurance society in 1908.
Standard Life is one of Ireland’s leading pension and investment providers, originally founded in Edinburgh and known as the Life Insurance compnay of Scotland. Headquartered in Dublin and operating internationaly they have been in Dublin since 1825 and employ 350 people in Ireland. Standard Life International dac is part of the Pheonix Group is regulated by the Central Bank of Ireland. Their close relationship with Aberdeen Standard Investments and Vanguard Asset Managment allow access to world-class investment solutions.
Zurich Life Assurance plc (‘Zurich Life’) is one of Ireland’s most successful life insurance companies, offering a full range of Pension, Investment and Protection products for over 30 years. Their investment team is responsible for funds under management of approximately €19.5 billion, of which pension assets amount to €9.1 billion (as at 30 June 2016). The Zurich insurance group, headquartered in Switzerland has founded in 1872 and employs about 60,000 people, serving customers in more than 170 countries.