Do you have a Financial Plan?
Time to Review your Pension?
03 Oct 16
Our clients come from a variety of different backgrounds; however, they all have the desire to achieve a secure future for themselves and those who depend on them.
Our clients include:
- Business Owners;
- Busy Executives;
- Legal Professionals & Equity Partners;
- Retirees (both planning for, and in, retirement);
- People who have inherited or received ‘sudden wealth’;
To ensure we deliver a high level of service that makes a real difference to our clients, we only work with a limited number of clients. There must be a good fit between our methodology, the financial planning led service we provide and the value we can deliver. This means that our clients tend to have a number of the following characteristics:
- Want to achieve and maintain financial independence and security
- Want to ensure their family are supported both now and in the future
- Want to simplify and bring order to their financial lives
- Want to work with a financial planner they can trust, who will sort out their finances and help them focus on their goals
- Are keen to delegate to free up their time to pursue other interests in life
- Are happy to pay reasonable fees for advice and service
- Have a minimum of €250,000 in liquid assets, investments and/or pension assets.
With all our clients we look to build a long lasting and rewarding relationship with them and their families.