What We Offer
Pensions
We provide both Advice and Analysis on your existing Pensions and design and implementation of new pension plans, PRSA’s and Schemes. Specifically
Personal Pensions
PRSA’s
DB and DC pensions schemes
Pension Adjustment Orders
Pension Transfers
Self-Administered Schemes
QROPS – overseas pension transfer to Ireland (Irish Residents only)
AVC’s
Post Retirement
When Should I retire?
Can I afford it
Tax Free Lump Sums
Annuity options
Approved Retirement Funds
Approved Minimum Retirement Funds
Annuities
Life Cover
Whether you require mortgage protection, Critical Illness cover, Corporate cover or Income protection, we can advise on what you need and find you the most comprehensive cover available.
Financial Planning
We can analysis and prepare a tailor made financial plan for you, click here for further information.
Investments
We provide access to a range of:
Deposits
Structured Products (Index Tracking Bonds)
Unit Linked Investment Bonds
Alternative Investments
Property Funds
Our Mission
Our mission is to provide our clients with the highest quality of brokerage services available we aim to provide Financial Advice to all our clients on an ongoing basis, that is robust and evolves as clients’ circumstances change.
We bring a value-added and highly qualified team of Financial Advisors to all of our clients from the smallest to the largest, aiming to provide you with extensive market analysis and expertise to protect you, your business and your family at all times.
We aim to be your first choice for Financial Advice through innovation, improvement and advice. To become trusted advisors for your protection, investment, pension and post retirement needs.
To develop long-term client relationships by providing exceptional brokerage services that drive unparalleled customer satisfaction.
Our Values & Guiding Principles
We believe in and carry out our daily activities based on the values of:
Integrity
Honesty
Respect
Customer Service Excellence
Teamwork
Our Team
Request a callback
Not sure what you need? Request a callback today and we can help you start planning for your future.
Mike Knightson
Charleville Enterprise Centre
Bakers Rd,
Charleville
Co. Cork
tel: 061 748 600
mobile: 087 2469148
email: [email protected]
Bakers Road, Charleville, Co.Cork
David Mulvihill
Dungarvan,
Co. Waterford
tel: 051-347234
mobile: 086-3897678
email: [email protected]