Experience
Since 1984 we have served our client’s Life, Pension and Investment needs.
Inheritance
Our independent ownership also allows us to select the best value in the market.
Book a reviewWhat we can offer you
We review your specific needs and arrange the most suitable financial products including:
- Section 72 life insurance to provide a tax-free lump-sum to fund inheritance tax
- Section 73 investment plans to provide a tax-free lump-sum to fund gift tax
- Trust funds to make tax-free annual gifts under the annual gift tax exemption
- Tax-allowable death-in-service insurance for business owners and executives
- Tax-allowable pension life insurance for the self-employed
- Shareholder, partnership and keyman insurance
- Mortgage and commercial loan insurance
- Tax-allowable income protection .
Why Choose Us
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
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
Relationships with all of the major Life and Pensions
Book a complimentary review
If you would like to avail of a complimentary review of our Employee benefits…
