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Our independent ownership also allows us to select the best value in the market.

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What 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 .
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Why Choose Us


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


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

Relationships with all of the major Life and Pensions

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

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Other Services

Income Protection

Directors Cover

Savings & Investments

Employee Benefits