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our services

Pensions

  • Approved (Minimum) Retirement Funds (A(M)RFs)
  • Annuities
  • Company Pensions
  • Self Administered Schemes
  • Personal Retirement Bonds
  • Personal Pensions
  • AVC's
  • PRSA's

Life & Specified Illness

  • Partnership Insurance
  • Co-Directors Insurance
  • Term Protection
  • Section 72 Plans (Inheritance Tax)
  • Mortgage Protection
  • Group Schemes

Investments

  • Structured investments
  • Unit Linked Funds
  • Portfolios
  • UCITS
  • QIF’s

Income Protection

  • Group
  • Executive
  • individual

Savings

  • Educational
  • Corporate
  • Personal

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