Self-employed practitoners
Our self-employed clients benefit from expert financial advice and range from tradespeople to professionals and business partnerships, including legal, dental and GP practices, where we have specialist GMS scheme expertise.
We have been advising the self-employed for over 15 years and help clients find cost-effective, tax-efficient financial solutions, from life insurance and income protection to private investments, together with specialist advice on maximising pension benefits for retirement.
Self-Employed
Being self-employed means finding the right work-life balance can be challenging, with limited time to sit down and focus on your financial planning.
We are here to help reduce financial uncertainty by protecting your income today while using it effectively to secure your financial future, both before and throughout retirement.
We have the expertise to advise tradespeople, professionals and those involved in professional partnerships, providing tailored financial solutions designed around your needs.
Financial advice
Being self-employed means enjoying the freedom and control of being your own boss, but you may no longer have access to important elements of an employee benefits package.
For many, these benefits include income protection, life insurance and pension arrangements that need to be planned for independently.
The good news is that we have long-established expertise supporting a wide range of self-employed professions, including specialist advice for GPs and Dentists who are members of the GMS Scheme.
financial protection
The first priority is protecting your income and financial security. What would happen if you suffered an accident, became seriously ill or were unable to continue working?
Addressing these risks can provide real peace of mind for both you and your loved ones, ensuring your financial plans remain on track should the unexpected happen.
. Our comprehensive protection solutions include:
Financial Solutions
Whether you are self-employed in a trade, profession, working alone or in partnership, we have the experience to help you make the most of your income and build long-term wealth. We provide comprehensive investment advice and deliver flexible, cost-effective solutions tailored to your needs, including:
Extensive Reach
We partner all leading insurers and asset managers operating within in the Republic of Ireland.
Premier Solutions
We deliver self-employed financial advice, to protect your financial future.
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 the latest technologies, with digital signature, client sign-off.
04.
We monitor and adjust to your changing needs, and to market conditions, with regular reviews.
news & posts
Benefit from our latest financial advisory articles.
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