We're a fee-based financial advisory firm.
That means we're paid directly for advice rather than commissions from financial products.
Because it means the conversation stays focused on what's actually right for you, not what somebody is trying to sell.
Paid by product providers
Incentive tied to product sales
Advice can feel transactional
Different products from different places
Paid directly for advice
Focused on long-term planning
One joined-up strategy
Advice built around your situation
Initial Advice - Premier Service
€3,950+VAT for a full financial plan and 12 months of service
Ongoing Advice
Minimum annual fee of €2,500
Annual Management Fee
0.5% of assets under management
Our clients typically have investable assets of €500k+ and are looking for long-term financial planning, pension advice or wealth management support. They work with us on an ongoing basis, with fees typically starting from 0.50%, and reduced on a tiered basis for larger accounts.
Our role is to help you make better decisions, avoid expensive mistakes and build a plan that fits your life. Not to push products.
That's why we spend time understanding:
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Where you are now
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What you already have
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What matters to you
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What you're trying to achieve long-term
Only then do we make recommendations. Good financial planning is rarely a once-off conversation. Businesses evolve. Families change. Priorities shift.
Our clients work with us over the long term because they value having someone experienced to sense-check decisions as life changes.
We'll always explain fees clearly upfront before any work begins.
Answer one quick question so we can understand what you want to get sorted before we speak.
Our service is specifically designed for business owners and directors managing complex personal finances alongside a growing company.
If your situation changes, or if you'd like to talk it through, we're always happy to have an honest conversation.
Based on your answers, there's a lot here we can help with.
Pop your details below, choose a meeting time, and we’ll send everything through to the team.