Money really does matter - make yours work hard for you...
WHY not avail of our FREE Financial Review service which provides comprehensive financial planning tailored to your needs and requirements?
As a financial broker we offer advice on all aspects of financial planning including, Mortgage Protection/Life Cover & Serious Illness - We aim to ensure that by putting the right protection policies in place, you and your family will have the funds needed in times of illness or in the event of your untimely death. Along with personal protection, we also provide advice on business protection for you, your partners and key employees.
We have a 15% discount offer available on Life Assurance and Mortgage Protection policies (Royal London/Zurich Life and Aviva Life & Pensions) until 31st March 2017 so why not get in touch for an immediate quotation.
Income Protection – We can arrange tax efficient cover that will replace part of your lost income if you are unable to work due to a medium/ long-term illness, injury or disability.
Pensions - We offer advice on Personal Pensions, PRSA’s, Executive Company Pension Schemes, Retirement Bonds and Approved Retirement Funds which is still the most Tax efficient method to provide a replacement income later at retirement.
Investments - If you wish to invest a once off lump sum, or perhaps save a regular monthly amount for your children’s education or building up a rainy day fund we can provide you with a personalised plan on a wide range of investment products.