A very welcome change for cancer survivors in Ireland The passing of Ireland’s new “Right to be Forgotten” legislation is a significant step forward for people who have recovered from cancer. For many years, cancer survivors often faced difficulties obtaining mortgage protection insurance, even when treatment had ended successfully many years earlier. This new law […]
New Pension Rules
What is new? You now have the right to ask to work up to 66 instead of being forced to retire at 65 — but you need to take action and formally request it. From 29 June 2026, employees in Ireland will have a new right around retirement. The new legislation allows eligible workers to […]
Financial Fraud Awareness
As your financial adviser, one of the most important things I can do is help keep you and your hard-earned money safe — so today I want to talk about something that’s affecting more and more people in Ireland = Financial Fraud. Financial fraud is on the rise – with online fraud up by 120% […]
Protect your future today – because peace of mind is pricelss.
As a young professional you work hard to build the life you want — your independence, your plans, your peace of mind. But what if an unexpected illness or injury suddenly kept you from working?? That’s where Income Protection comes in. It helps you secure your income so you can keep covering your rent, bills, […]
My Future Fund Portal is now live!
https://myfuturefund.ie/ Over the last few weeks we have seen increased awareness around pensions with an increase in SMEs looking to start a pension for their employees. Many employers recognise the benefit of supporting their employees in saving for their retirement. Next Steps – Employers: Don’t delay – […]
UK State Pension Rules Tightening Up for Non-Residents
Are you one of the many Irish non-residents paying into the UK state pension? If so the most recent UK Budget announcement around the state pension will affect you as the government set about tightening up rules for non-residents! The changes for non-residents take effect from April next year primarily affecting voluntary National Insurance contributions. […]
Auto-Enrolment – What Employers Need to Know.
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 […]
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 […]
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… […]
