Guiding you through your Financial Journey

Savings, Investments, Pensions, Mortgages and Protection. Planning your future with us.
Let's Talk
Client Login

Retirement Planning

We will arm you with all the necessary fund information as well as present our own house view in relation to investment risk.

Family Protection

We provide advice and services to meet your protection needs.

Income Protection

Increasingly we are all are beginning to recognise the importance of protecting our most valuable asset, our income.

Mortgages

We make it easy for customers, first time buyers, trader uppers, refinancing and investors, to understand mortgages.

Business Protection

Business Protection seeks to put a plan in place to protect against such a situation in the form of Company Director / Partnership Insurance.

Investments

When saving or investing it is important to ensure that your goals are clearly defined.

We develop lasting financial relationships.

Let’s discuss how we can help your financial future.

Let's Talk
Let's Talk

Simple 3 Step Process

1

We Listen & Assess

We listen to your current financial arrangements and build our road map in getting you to where you need to be.

2

We Plan & Advise

We research the market to compare your current financial arrangements to ensure we identify valuable solutions.

3

We Review & Improve

We will review, research and advise to ensure this remains a sound course in ever changing life circumstance.

Conor Carey

Bsc QFA

Director

Michael Judge

BagrSC, QFA

Financial Adviser

Ronan Bray

BA, QFA, Pg Dip Fin Plan, CFP®

Financial Adviser

Marie Casey

QFA

Administration Manager

Bernie Prendergast

QFA

Client Administrator

Meet the Team

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry.

Laura Doe
Director
-
Porterhouse
★★★★★ 5/5

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry.

James Doe
Director
-
Flourhouse
★★★★★ 5/5

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry.

Sarah Doe
Director
-
Bakehouse
★★★★★ 5/5

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry.

John Doe
Director
-
Markethouse
★★★★★ 5/5