Talk to an expert, chose a consultation, date & time that suits you
FINANCIAL CHECK UP €200
Our Financial Check Up is an opportunity to discuss your current financial situation, and your financial choices, with a qualified professional, giving you peace of mind that you are on the right path and doing the right things.
FREE MORTGAGE REVIEW
A free 15 minute consultation to review your current mortgage.
This is a free of charge appointment with our mortgage advisor, Gareth, to discuss your circumstances, what you want and how to get it.
SAVINGS & INVESTMENTS CONSULTATION €100
Talk to a qualified financial advisor to find out what you can do with your savings to get more for your money.
PENSION REVIEW €100
A pension is an investment account, setting one up is the first step but it is prudent to review it regularly and make sure you are getting the maximum from it.
FREE PENSION SETUP
Setting up and contributing to a pension is one of the best financial decisions you can make (read more on why). We can set up your pension, advise on what to contribute and how to invest it.
LIFE INSURANCE / PROTECTION CONSULTATION
A free 30-minute consultation with a financial advisor on your protection needs. Discuss Mortgage Protection, Life Insurance, Income Protection with an independent professional.