Before we have the pleasure of meeting you, find out about us…

Why we do what we do

What’s important to you is important to us and that’s why we believe that everybody has the power to achieve the lifestyle they want – for themselves and importantly for their family.

We help our clients to answer life’s important financial questions.

  • When will I be able to afford to retire?
  • Will there be a time in my life when I run out of money?
  • Am I taking too much (or too little) risk with my investments?
  • What will happen to my family if I cannot work?
  • For how much do I need to sell my business to achieve the lifestyle I want?
  • Can I afford to privately educate my children or put them through University?
  • How much inheritance tax will my children and grandchildren have to pay?

Experience tells us that many people do not know the answers to these questions. However, they do appreciate the importance of getting these answers.

The solution you have been looking for

We answer your important financial questions and provide a service that puts you in control of your financial future. Imagine knowing precisely what your existing financial arrangements are going to do for you. We help you to establish your goals and objectives before identifying just how you might achieve them.

We also challenge your thinking when it comes to money. This helps our clients to make sound financial decisions. Your relationship with your personal finances will be improved and you will be able to take a more positive view about how you live your financial life. Our services have been built around listening to what our clients want.

"Great things in business are never done by one person. They're done by a team of people."

-- Steve Jobs, 1955 - 2011

Meet the Team

Robert Whelan
Managing Director
Mark Solon
Director
Gemma Dunne
Operations
Danielle Fennell
Paraplanner
Georgina McDonnell
Mortgages
Brendan Byrne
Pensions Consultant
Helen Whelan
Finance
Jonathan Martin
Mortgage Consultant

Coming together is a beginning. Keeping together is progress. Working together is success

-- Henry Ford, 1863 - 1947

How We Get Paid

We operate a transparent charging system so that there are no hidden surprises. The initial meeting where we gather information to understand your circumstances and requirements is at our cost. There is no charge to you.

Before any chargeable work commences we outline how we can be remunerated for our services; by a fee paid directly by you or made by deduction from any financial product. The remuneration basis is then agreed and work commences. You can’t get more transparent than that!

As advisers, we realise that everyone’s circumstances are different and your costs will depend upon the level of service you select and the complexity of your financial affairs so we offer different service levels to ensure your specific requirements are met.

Business Partners

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