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about us

We are a Limerick-based Financial Advisory Firm who are dedicated to helping our clients do more with their money.

We believe in working with each of our private and business clients to build long-term working relationships that are based on trust. The more we get to know about you and your needs, the better able we will be to give you personalised, professional and effective advice.

our background

Who We Are

  • Proud to be providing financial advice to Companies, families, Individuals, Directors and Executives for over 20 years
  • Offering Financial Solutions to new and existing Corporate and Private Clients
  • Tailored and expert advice based on academia and years of experience
  • Bespoke Pension and Investment recommendations to meet your financial ambitions
  • We can recommend funds which invest in Companies that support the environment and use socially just work methods
fergus

Fergus Hanly

QFA FLIA SIA
Founding Director
annmarie

Ann-Marie Shanahan

Office Manager
 
jim

Jim Moroney

QFA RPA
Senior Financial Advisor
ailse

Ailse Giltenane

BA MA QFA RPA
Paraplanner / Compliance Officer

why us?

What Distinguishes Us?

  • In depth experience of complex public and private sector Pension Schemes
  • Significant technical pension expertise - Exploring Defined Benefit Schemes and transfer options
  • In depth understanding of Markets and Real Asset Investment returns
  • Financial advice for life – We listen, think independently and are there when you need us.
  • A team of highly experienced and professional practitioners