66 Fitzwilliam Square

Dublin 2, Ireland

+353 (0)1 539 7246

Our Guiding Principles

Our Guiding Principles

Our overriding principle is that our advice will always be in your best interests.

In practice this means:

  • We provide a high level of personal attention to our clients
  • We are a client centric advice firm; we don’t sell products we provide advice
  • Our comprehensive financial planning service is provided by professionals of Chartered and Certified standing
  • We are a fee only investment adviser avoiding the conflicts of interest associated with commission based investment advice
  • We fully disclose any potential conflicts of interest
  • We invest our personal assets based on the same set of investment principles that we recommend to our clients
  • Our investment advice is based on academic research and long term investment principles and not short term speculation about the future
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