Company Owners
For company directors, professional tailored financial planning is essential and should include strategic retirement planning, while also addressing protection needs for themselves and key employees. Directors need a trusted financial adviser who can genuinely add value. We have the expertise to deliver tailored solutions to suit your needs, from personal and business protection insurance, to tax-efficient corporate investments and strategic retirement planning.
Business Owners
As a company director, you may still need to address your retirement planning and protection needs, or perhaps you already have a financial adviser but require an improved service, better outcomes or greater value.
Our highly cost-effective financial solutions are tailored to you and your business, with a trusted and supportive professional relationship at the centre of everything we do.
Company Owners
Our comprehensive financial advice is focused on:
1. Protecting income and financial security
2. Key Person and Shareholder Protection
3. Strategic Retirement Planning
4. Corporate Investment Solutions
Tax-saving Protection
The first priority is protecting your own income and financial security. What would happen if you suffered an accident, became seriously ill, or were unable to continue working? Company-funded protection solutions may allow you to use business funds efficiently while benefiting from available tax advantages.
Key Person Insurance
If you're a new business raising investment capital, taking out a business loan or seeking to protect against the impact of key employees' serious illness or premature death.
Retirement Planning
Company directors can use company funds, rather than personal income, to build substantial retirement benefits, including the potential for a tax-free lump sum. We advise you on how to plan tax-efficiently, reduce investment costs and create an investment strategy tailored to your specific needs.
Deposit Alternatives
**Corporate Investments** When company funds remain on deposit, the returns may be subject to Corporation Tax and can represent an inefficient use of surplus capital. For companies with excess cash, Investment Bonds and Structured Deposits may provide a more effective alternative, offering potential tax advantages, investment flexibility and real value.
Extensive Reach
We partner all leading life insurers and asset managers operating within in the Republic of Ireland.
Premier Solutions
Our business owner advice involves a simple 4 step process.
01.
By understanding your position, we develop bespoke plans to deliver best value client outcomes.
02.
Our solutions are personally tailored to your needs and accomplished based on your priorities.
03.
Application is kept simple, using latest the technologies, with digital signature, client sign-off.
04.
We monitor and adjust to your changing needs, and to market conditions, with regular detailed reviews.
news & posts
Benefit from our latest financial advisory articles.
Reviewing Global Investment Markets in June 2026 Global investment markets delivered mixed performance in June as market leadership broadened beyond the largest technology companies. While
A Cost-Effective Approach to Investing Lump Sums… When investing a significant lump sum, the challenge is not simply finding investments. The challenge is selecting the
Auto-enrolment is a mandatory retirement savings system designed for employees who do not currently have supplementary pension coverage. In Ireland, the scheme is called MyFutureFund
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