Dealing with Claims

As part of my job, I am there for clients when they are experiencing a life changing event. Sometimes it is the death of a loved one, or they may have been diagnosed with a Serious Illness. I help deal with the life companies on their behalf, and advocate for them to ensure the claim […]

Is your Business ready for Auto-Enrolment?

The new Auto Enrolment Pension scheme is aimed at low to middle earners helping them to save for a financially secure retirement. The State is due to roll this out in the later half of 2024. Although the administration of the state contributions is under active consideration it may be later than then 2024 before […]

This one goes out to all you ladies!

To celebrate International Women’s Day we are runnig a special offer for the month of March. Our Financial Planning Service is being offered to all women at half-price for March only. Thats only €125 to put a roadmap of your financial future in place. We can help give you clarity around your finances now and […]

Do you want to know what the most important financial product you should have when working?

[av_one_full first] [av_textblock size=” font_color=” color=”] This question being posed is an interesting one, what will people generally think of…. Life Insurance? Car insurance (obligatory!) Pet Insurance? Mortgage Protection? The answer is none of the above!  The most important insurance policy you should have in place is the one that can pay for all of […]

Made redundant – have a lump sum & need advice?

[av_textblock size=” font_color=” color=”] If made redundant, a personally trying and transitionary time for most, getting a redundancy payment can help soften the blow of losing your job.  Deciding on what to do with your redundancy package can be a minefield. Our checklist will help ensure your personal finances are being looked after in the […]