Wealth Managment & Retirement Planning

It is quite true that “money makes money” and once the hard work of initially generating a profit has been done, many clients seek our opinion on how and where they can invest their profits. We can conduct a complete review of their personal finances in order to identify and formulate a financial plan that is appropriate to their circumstances and aspirations. We have contacts with many third party providers who can offer different alternatives.

These include:

  • Finance One
  • Cantor Fitzgerald Stockbrokers
  • Bank of Ireland Private Banking
  • Independent Trustee Company (for self-administered pensions)
  • First Choice Finance Limited
  • Close Brothers

In advance of an owner retiring, we can formulate the most effective exit strategy for him in advance of his retirement.