Our wealth management service provides holistic advice on pensions, investments and inheritance planning for private clients. All of our advice is given within the framework of a financial plan tailored to your specific needs
Pensions
We have over 30 years’ experience and the technical expertise to provide the best pension solutions for your future
Investments
We manage c.€350 million in global portfolios tailored to your investment objectives and diversified across cash, bonds, property, equities and alternatives
Inheritance Planning
We provide personalised inheritance planning services to ensure your family's financial security and efficient wealth transfer in your lifetime and in the event of your demise
Fees & Charges
When arranging pensions, investments or other financial portfolios, we charge a percentage based fee. We may charge an initial fee for arranging the portfolio and an annual fee for monitoring it and meeting you for regular reviews. Our fees are disclosed in line with regulatory requirements. When providing consultancy services we charge an hourly rate agreed in advance.
