Given the increase in life expectancy, most of us can look forward to a longer and more active life in retirement. So there has never been a more important time to consider your options and the
lifestyle you would like to enjoy in retirement. We provide specialist advice to our clients to insure they benefit from having the most suitable retirement structure.We will asses your current retirement planning arrangements and structure a tax efficient plan to provide you with financial independence and piece of mind in retirement.

We specialise in both pre and post retirement planning advice for business owners, self employed individuals, executives and employees. – ( Personal and corporate clients )

How we Help our clients make the best financial decision for their future:

  • Setting Retirement Goals
  • Finding the correct retirement plan
  • Assessing your attitude to Risk
  • Developing an appropriate Investment Strategy
  • Calculate how much to save
  • Maximising your tax relief.
  • Show you how and when you can Retire.

Pre Retirement Service

  • Executive Pension plans
  • Personal Pension plan
  • PRSA’s
  • Personal Retirement Bonds
  • Self Administered Pension Schemes
  • Additional Voluntary Contributions
  • Pension Consolidation

Post Retirement Service

  • Understanding your options!
  • Tax Free Lump Sums
  • ARF
  • AMRF
  • Annuity
  • Succession Planning
  • Pension Consolidation