Professional and efficient financial planning for Irish resident high net worth clients. We help construct a financial strategy which clearly identifies your objectives and puts structures in place to help achieve those objectives. Offering complete transparency on charges, we use our own unique award winning CFAR planning software to efficiently and cost effectively analyse client requirements. Established in 1991, we are centrally located in Leeson Street, Dublin 2 where we specialise in the provision of financial advice and reporting to mainly Irish residents. We operate on either a fee or a commission basis and place business though a wide range of banks, stockbrokers, insurance & investment companies. We are authorised by IFSRA (formerly Central Bank of Ireland) as Authorised Advisors and are one of the very few companies licensed by the Irish Revenue Commissioners as a pensioneer trustee authorised to run Self Administered Pension Schemes
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