1.Know Your Obligations Understand who must be enrolled, contribution rates, and deadlines to ensure compliance. Refer to the government website for more information on Auto-enrolment. There are also plenty of free webinars on offer from pension and HR providers. 2. Decide on your Planned Approach Employers need to decide if they wish to […]
Can you imagine your future you ?
Today is World Financial Planning Day. As a CERTIFIED FINANCIAL PLANNER ™ I help my clients live their today and plan tomorrow. Imagining your future you is not always easy and many of us simply don’t want to! That’s exactly why having someone you trust to guide you makes such a big difference. Most of […]
Ensure you are ready to meet your own coolest life opportunities!
Delighted that our own Shane Lowry helped secure the big win for the Ryder Cup for Team Europe last weekend. Whilst doing so he turned to his caddie and said, “I have the chance to do the coolest thing in my life here!” It was a reminder to us all that life’s greatest moments come […]
Life isn’t just about numbers !
What’s on your bucket list? Whether it’s traveling to a dream destination, learning a new skill, or spending more quality time with loved ones, investing in meaningful experiences enriches your life in ways money alone can’t. My husband and I recently completed the Portuguses Camino – overall a lovely experience, even with a few rainy […]
Her Heart Matters !
Every woman’s heart deserves attention – let’s break the silence and empower each other! Learn how you can protect your heart during Her Heart Matters month. Even small changes can make a big difference. To find out how, register for a free webinar being run by the Irish Heart Foundation on World Heart Day – […]
Winner!
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 […]
