Private Client

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We provide strategic financial advice to owner managers and shareholders of businesses, we believe its not possible to provide personal financial advice without also providing corporate advice. 

Corporate wealth becomes private wealth so therefore it's vital to understand the needs of both the individual and the corporate client and their respective stage in their financial life cycle.

With accountancy, tax, corporate finance,  wealth management, qualifications and experience our advisors are in pole position to offer financial advice with all entities in mind.

We will advise you on how to tax effectively extract profit and put succession planning structures in place at the earliest possible opportunity. In tandem we will provide you with private wealth management and financial planning advice to plan for your own future.

Our policy is to provide advice based on our training, qualifications and expertise and only to provide financial products if they fit the needs of our clients.

However, at times, it is necessary to provide "product" to clients to solve certain financial areas. We have agency agreements with the majority of Product Producers operating in and Regulated by the Irish Central Bank and will research the market on your behalf to provide you with the best solution based on your specific requirements.

Please click on the link below to read more on our product specific solutions.

Financial Solutions Back to Services