We are a small firm of Limerick-based Independent Financial Advisors who are dedicated to helping people 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 recommendations are always objective, honest and independent so that you know you are getting the very best, and the best value, from us at all times.
We also believe that a personal touch is an important part of our relationship with each and every one of our clients. Which is why you are always welcome to pick up the phone or drop into our office to arrange a meeting, a financial review or just for a few words of advice. You'll find more about the personalised advice and services we offer in the areas of financial planning, personal & company pensions, protection, investments and mortgages in the following pages. If you'd like to get in touch, please do not hesitate to contact us We look forward to hearing from you. Fergus Hanly, Managing Director