How much income will I really need in retirement? It's that age-old conundrum: How much should I save for my retirement? Nowadays, people want to have fun in retirement: travel more, spend more time with family and friends, learn some new skills, start a business and stay active. It's all about having the freedom to [...]
Business Owner and Shareholder Protection Strategies I've recently noticed a significant increase in asset protection questions from business owners. In every office, shop or factory in the country there is a notice proclaiming that the employer has taken out insurance to cover accidents to employees at work. Every car or lorry owned by a business [...]
We are delighted and honoured to announce that we have been nominated in the “Best New Broker” category at the upcoming Life, Pensions & Investment Awards (LPI Awards) for 2017. The annual LPI Awards are designed to ensure that those at the forefront of the financial planning profession are identified and commended. They aim to [...]
Moving to Ireland and Your Finances There are thousands of returning Irish and global expatriates moving to and from Ireland every year, yet there are very few specialist financial advisory firms to serve them. Moving to a new country is exciting. But there’s often lots to organize – including your finances. On a weekly basis we are [...]
