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If you have a pension that you’re currently paying into or an old one you’re no longer paying into, we can review it for you to make sure it will deliver the lifestyle that you want AND there may be some benefits that we can unlock for you at 50.
A Guide to Pension Fees & Charges
“Keri knew her stuff, answered all my questions, and gave me other info I didn’t know I needed”
“Clarity, beyond anything we could have hoped. Genuine advice while caring for our needs and no annoying questions.“
“Very helpful and personalised advice“
“I feel reassured that I am on the right track and I am now enhancing my financial position.“
“The information we got from each call was invaluable. We learned so much from the guys and have learned to be a lot more savvy with our finances as a result. It’s just changed our way of thinking“
“Great value for money – the cost of the initial meeting was saved in the first conversation on tax-free strategies, inheritance transfer etc .. a good financial advisor is a cost-neutral financial advisor.“
Why work with us?
Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.
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