We’re delighted to share that our 3 winners have been contacted, and their books will be making their way to them over the next couple of days! A huge thank you to everyone who entered. Keep an eye on our social media channels and website for details of our next competition — you won’t want […]
Summer Book Giveaway
FOLLOW | LIKE | COMMENT – on this post to be in with a chance to win This year marks a milestone anniversary for us – 50 years of helping our clients secure their financial future. To say thank you for your trust and support, we are giving YOU the chance to win one of […]
Women and Pensions
Sharing this podcast from Standard Life as I feel it’s so relevant. Standard Life have produced their 2nd series of podcasts around women and pensions. Hosted by Sonya Lennon it covers important topics with a great mix of insightful guests, including Richard Hogan, Mary Kennedy, Aisling Hassell and Sinead McEvoy. Click on the link below […]
Toomevara Father wins landmark case securing pensions for bereaved partners!
I am sharing this case around pensions for bereaved partners. It is a landmark case which has secured equal treatment for all bereaved partners including spouses, civil partners and qualifying cohabitants. The fact that John O’Meara is from my father’s birthplace in Toomevara is even more meaningful. A little background on this case – John […]
The rising cost of your trolley!
We have all noticed the rising cost of goods in our shopping trolley in recent times! Recent data shows that grocery prices in supermarkets are now more than 5% higher than a year ago, far outpacing the general inflation rate of 1.6% for June 2025 in the last 12 months (ref CSO). The rising cost […]
The Psychology of the Markets
Recent events have highlighted that stock markets are deeply influenced by emotions, and not just rational analysis. This phenomenon is known as ‘market psychology’ and refers to the collective sentiment and behaviours of investors at any given time. Market psychology encompasses emotions such as fear, greed, optimism and anxiety which can drive markets to move in particular aways that are not always justified by fundamental data. For […]
Celebrating 50 years in business – May 2025
A little poem in keeping with our office tradition for special occasions as we celebrate 50 years in business. “Half a century—what a feat! A journey long, a tale replete. From humble start to heights so grand, With vision, heart, and steady hand. Through changing times and shifting trends, With loyal staff and trusted friends, […]
Don’t let market volatility shake your confidence !
Absolutely market volatility is making headlines and can be unsettling but it’s crucial to maintain perspective! If your financial goals and time horizon remain unchanged, there’s no need to adjust your investment strategy. Staying the course is often the wisest approach. Here are a few key points to help you stay on track… […]
Important Notice re Auto Enrolment
The new Auto Enrolment scheme called “My Future Fund” designed to help over 800,000 workers to begin saving for their retirement was due to start this September 2025. However last week the Government confirmed that the start date for “My Future Fund” is now being pushed back until 1st January 2026 so that the collection […]
Looking for something to do this May Bank Holiday weekend???
The May Bank Holiday marks a welcome long weekend – giving us the perfect opportunity to relax, enjoy time with loved ones, or explore new experiences. Have you plans for the weekend? You may be planning on simply enjoying a restful day, catching up with friends or maybe a getaway. If are in Limerick why […]
