Services

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Health

We are tied agents of Aviva Health and can help you find a plan for any stage of life.

Personal Protection

Be it life cover, serious illness or income protection, we have a vast range of products suitable to each individual circumstance, no matter what your current situation.

Business Protection

From key employees to company directors, we can help minimise the financial impact of unforeseen events. Whether you are a sole trader, partnership or limited company, we can research the market to find suitable products for all your business needs.

Savings

Saving can help you achieve any financial goal, be it for a new car or your children’s future education. We can help you achieve your long term or short term savings objectives.

Pensions

Pre-retirement or post-retirement, company paid or personal plans – in an ever changing environment, this is a complex area to navigate and we will provide straight talking advice in all areas of retirement planning.

Deposits

With deposit rates falling in Ireland, there has never been a better time to review your current holdings to ensure your money is working for you.

Investments

Lump sum investments, depending on your attitude to risk can invest in a wide range of diversified assets. Whether investing for income or capital preservation, we can help design a plan that will meet your needs and objectives.

Mortgages

We have access, through our agency with PIBA Mortgage Services, to almost all lenders in the Irish market. This means we can help select the most suitable mortgage for you from a wide panel of lenders.

Tax and Succession Planning

“In this world nothing is said to be certain except death and taxes” – Benjamin Franklin (Letter to Jean Baptiste Le Roy, 13th November 1789). Although death is inevitable, we can help you plan for those you leave behind.

Full Financial Review Service

We look at what you are already doing, keep what is working and adjust the rest. Be it protection, investments or savings, we provide a full review service to ensure your policies are still in line with your expectations.