Self-employed Practitioners

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 healthcare and legal professionals including business partnerships, such as dental, medical and legal practices.

We have been advising self-employed clients for over 15 years and can help you find the most cost-effective tax-saving financial solutions to afford you peace of mind today and your future.

Self-Employed

Self-Employed

Our self-employed clients range from trades people to business partnerships, such as dental, medical, recruitment and legal practices.

We help them find the most cost-effective, tax-saving, protection, pension and investment solutions to afford peace of mind today and for the future.

All recommendations are based on full market comparison, to deliver the most comprehensive and best value outcomes.

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. These benefits often include sick pay, life insurance and pension arrangements.

The good news is that we long established expertise and experience in supporting self-employed trades people and professions.

financial protection

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 not only 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

Through a simple 4-step approach, we minimise cost and maximise choice and convenience.

01.

Evaluate

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

02.

Plan

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

03.

Implement

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

04.

Adjust

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

news & posts

Our latest insights

Benefit from our latest financial advisory articles.

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Best Lump Sum Investment Options

Lump sum investment alternatives are badly needed with deposit rates simply dismal, despite the recent interest rates increase. People remain anxious to find a better

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