Category: Blog

As we head into another new year we often think of improving ourselves in some way, shape or form! I listened to a very interesting podcast recently “Impactful Environmental Resolutions We Can Make” – by Jo Linehan. This had a particular focus on things we can do to help the environment and reduce the effects […]

This year  has brought a lot of legislative changes particularly around pensions, with more to come in 2025. There has been a lot of changes and as we approach the end of the year we thought we would do a quick summary of these: PRSAs (Personal Retirement Savings Plans) These gave opportunities to Company Directors […]

Equities posted significant gains during November especially in the US which responded positively to Trump’s election.  This was fuelled by optimism around potential economic policies like tax cuts and deregulation.  The S&P 500 is up nearly 6% for the month of November – its strongest monthly performance so far this year. The ‘Magnificent Seven’ a […]

You will need Mortgage Protection if you are buying a home and taking out a mortgage. Like many people your mortgage will be your biggest financial liability.  Your lender will stipulate that you have at least a basic Mortgage Protection plan in place before you draw down your loan. Mortgage Protection is a very affordable […]

Amazon is 30 years old this year – on the 5th July to be exact !   Who would believe from its humble beginnings as an online bookshop founded in a garage in Seatle that it would become the fifth most valuable company in the world. Jeff Bezos, its founder, is now one of the top […]

So finally folks we have come to number 7. Hopefully, this has helped you understand more what a Financial Planner does?This list is not conclusive of course but we hope it has given you an understanding of how we help clients that engage with Lifestyle Financial Planning  

Life is NOT a dress rehearsal- this is it and it is NOW!We encourage our clients to live their best life when working through their Financial Plan!  

We help clients to understand the amount of investment return they need to maintain their desired lifestyle throughout their life. This may mean spending less now and investing for the future.We help clients to navigate the markets by putting investment strategies in place that are appropriate to you and align with your goals and aspirations.

We help clients think about they life they have now and their future goals and aspirations. We put you in control by creating your own Financial Plan – giving you the freedom to live you want and deserve !  

We are all looking forward to the coming Bank Holiday weekend and the start of the Summer festivals!   As well as a break from the office 😊.   Here in Limerick the May Bank Holiday weekend promises lots of fun and excitement as the Riverfest kicks off. This year marks the 20th anniversary of the […]