jigsaw-pic large.jpg

Financial Advisors

We work with a broad range of clients, ranging from Business Owners, the Self-Employed, and also many Individuals who require financial and tax advice. Our expertise in Tax Advisory , Retirement Planning, particularly Pension Property and Corporate Finance enables us to take a wide ranging and comprehensive view of your financial situation. In particular, we specialise in advising Business Owners and Individuals planning ahead as to how they might to exit their Business' and those individuals approaching (and in) retirement.

 
IMG_0023 Group B&W.jpg

What we do

  • Minimum pension assets of €250k (whether individually or jointly with Spouse / Partner)
  • Focus on achieving steady (& appreciating) investment return through rental income with capital appreciation also over time, and asset transfer to family.
  • Corporate & Personal 
  • Audit Assurance & Advisory Services
  • Transaction Svcs / Due Diligence
  • Business Review & Management Reporting / Compliance
  • Pre & Post Retirement.
  • Retirement Planning encompassing Business / Work exit, building Passive Income, paying down all Debt and ensuring an adequate safety net to protect you and your family in case of  your death / serious illness. 

 

  • Business Sales
  • Management Buy Out / In
  • Re-organisation and re-structuring
  • Exit strategies for Shareholders and Business Owners