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You & Your Business

Let us help you protect you and your company or talk to our advisors on reducing your tax liability or better inheritance planning…

Ask us about AUTO Enrolment 2024

You have worked hard to get what you have …now learn how to protect it..

Everything that you have worked for is at risk if something happens to you or your key employees. Let us show you how to mitigate against these risks.

Over time you may wish to get some of your wealth out of your company in a tax efficient manner or pass the wealth to the next generation.

Let us show you how we have helped company directors and owners over the years maximise their wealth, through tax efficient savings plans, investments and Corporate Life policies.

Get advice

What we can do for you and your business

Pensions

Directors Cover

Employee Benefits

Income Protection

Savings & Investments

Corporate Long term Investment

Why Choose Us

Experience

Since 1984 we have served our client’s Life, Pension and Investment needs.

Trusted

We are trusted by over 3,500 clients.

Excellent Advice

Regulated by the Central Bank; we work will all of the major providers to allow you flexibility and choice.

AIBF 2023 Winner

Achieved Business All-Star Best In Class Accreditation 2023

Why Choose Us

Contact us for a
Complimentary Review

We will show you how to protect you and your business:

  • Co Directors/Partnership Cover
  • Directors Pensions
  • Corporate savings rates
  • Trusts and Purchasing Property within a pension
  • Wealth transfer and tax efficient plans
  • Income protection
  • Directors Illness and Life covers
Contact Us

Book a complimentary review

If you would like to avail of a complimentary review of our Employee benefits…

Book a reviewContact Us