An ‘all-in-one’ solution

Together with Monahans Chartered Accountants, we aim to offer an all-in-one solution to all your tax and financial management needs. We have a number of chartered independent financial advisors who are all able to offer the best unbiased advice about any area of your personal or business financial management. Our financial advisors have access to the full range of services offered by investment companies and pension providers and our job is to stay up-to-date with any developments in the marketplace, so you can rest assured that the service you receive takes account of the latest opportunities to secure your financial well-being.

Client-centred approach

Working with one of our independent financial advisors, you will benefit from a vast range of professional, friendly and unbiased advice. Remaining in close consultation with you throughout, we carefully strive to understand your private and business financial requirements and the end result is a bespoke financial management package carefully tailored to suit your specific needs. We take the time to analyse your current situation and pick the services most suitable for you, and always make sure that we actually listen to you and understand your desired aims and outcomes.

Access to a wide range of services

All of our independent financial advisers stay on top of the latest trends and offerings in the world of financial and investment services. Keeping abreast of developments in the financial industry ensures that they are able to offer current information and provide the full range of solutions when discussing your options. Our advisers are well equipped to assist and advise in the following areas, as well as many others:

  • Private wealth management
  • Financial protection for your family
  • Financial protection for your business
  • Personal investment and pension advice
  • Corporate investment
  • Workplace pensions

To find out more call (01225) 785570 or send us an email.