Self-employed & Partnerships

We have the expertise and resources to deliver leading cost saving, and highly tax-effective financial solutions.

Self-employed practitoners

Financial Advice for the self-employed

Our self-employed clients enjoy expert financial advice and range from trades, to professionals and business partnerships, including legal, dental, and GP practices, where he have specialist GMS scheme expertise.

We have been advising the self-employed for over 15 years and can help you find the most cost-effective, tax-saving financial solutions, form life insurance and income protection, to private investments, together with specialist advice on how to maximise your pension come retirement.



Being self-employed, we appreciate that its hard enough to find the right work life balance, never finding the time, to sit down with a financial advisor.

We are here to help to remove financial worry in terms of both protecting your long-term income, but also using it to best secure your financial future, up to and beyond retirement.

We have the expertise to advise both individual trades and professions, as well as those involved in professional partnership.

Self-Employed Financial Advice
Financial advice for the self-employed

Financial advice

Financial Advice

Being self-employed means that you can enjoy the freedom and control of being your own boss, but you may have left behind particularly important aspects of an employee remuneration package.

For some, these lost benefits often include income protection, life insurance and pension arrangements.

The good news is that we long established expertise in supporting all self-employed professions, including specialist expertise in advising GPs and Dentists, who are members of the GMS Scheme.

financial protection


The first thing to address is protecting your income, what if you had an accident, became seriously ill, or worse still your income fully disappeared.

Addressing these issues, can provide real peace of mind for both you and your loved one's. Our comprehensive protection solutions include:

Protection Plan for the self-employed
Wealth Management Advice

Financial Solutions

Wealth Management

Whether you are in a self-employed trade, or profession working alone or in partnership, we have the experience to help you make the most of your income. We cover all areas of investing and deliver premier, flexible cost-effective solutions, tailored to your needs, to include:

Extensive Reach

Solution Partnershipps

We partner all leading insurers and asset managers operating within in the Republic of Ireland.

Premier Solutions

Why Us

We deliver self-employed financial advice, to protect your financial future.



By understanding your position, we develop bespoke plans to deliver best value client outcomes.



Our solutions are personally tailored
to your needs, and accomplished based on your priorities.



Application is kept simple, using the latest technologies, with digital signature, client sign-off.



We monitor and adjust to your changing needs, and to market conditions, with regular reviews.

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