Managing your financial affairs can be a confusing and time consuming business, so much so that many of us put off making important decisions about our family’s finances.
As a business owner and Chief Financial Officer of a successful business I was used to dealing with competent professional advisers. Following the sale of the business I set about reviewing my own family’s finances and I looked for the best professional advice. I found good legal and tax advice but I struggled to find good investment advice that considered my family’s needs.
There was no shortage of banks, financial advisers and stockbrokers offering often conflicting advice on the best products to invest in. This advice rarely seems to take account of a family’s tax and legal circumstances and usually involves substantial conflicts of interest due to the commissions payable to the broker.
I could not find an advisory practice in the Irish market with the range of expertise and independence that I sought. As a result, I spent considerable time working to put together a solution that met my objectives.
As a result of this experience I felt the Irish market needed a client focused Wealth Management practice centered on providing unbiased and comprehensive advice to cater for clients like me.
In my current business partners I found the experience and passion for a new style of wealth management that I was seeking. We have put together a small team of professionals who are committed to working with clients and their professional advisers to develop the best long term strategies individually tailored for their needs.
Our team look forward to working with you.