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Why Choose Us
Our mission is to work in partnership with our clients to help them achieve their goals in life whilst delivering financial security and peace of mind. We believe in…
Putting our clients interests first
We are directly regulated, completely independent and 100% owned by the directors in the business. We have no ties to any fund investment house, bank or insurance company that we could advise our clients to use. We are completely independent; meaning our clients get the advice that is right for them.
Comprehensive Financial Planning
We provide Comprehensive Financial Planning as opposed to transactional based advice. We tell our clients the truth about what their money can, and cannot, allow them to do. This means all advice given to our clients is designed to help them achieve their goals and objectives.
We only work with a limited number of clients. We recognise that the success of our firm is only as strong as the relationships we have with our clients. For this reason, personal service and client care is a priority for us.
Qualifications & Technical Expertise
We take pride in being both highly qualified and technically competent to ensure the all advice is of the highest standard. Stephen Hamilton completed the Graduate Diploma in Financial Planning and is a CFP ® (Certified Financial Planner) making him one of a small number of the highest qualified advisers in Ireland.
Value & Transparency
Transparency and clarity are vital to a mutual relationship of trust. As a consequence, our fee structure is designed to ensure we provide impartial advice that has your best interests at heart. We work on a no surprises basis with all work being completed on a pre-agreed fee structure, providing total cost transparency.