061 748 600 [email protected]

We offer

Life Cover, Pensions, Investments, Financial Planning, Retirement Planning

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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

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Post Retirement

When Should I retire?
Can I afford it
Tax Free Lump Sums
Annuity options
Approved Retirement Funds
Approved Minimum Retirement Funds
Annuities

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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.

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Financial Planning

We can analysis and prepare a tailor made financial plan for you, click here for further information.

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Investments

We provide access to a range of:

Deposits
Structured Products (Index Tracking Bonds)
Unit Linked Investment Bonds
Alternative Investments
Property Funds

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Our Mission

Our mission is to provide our clients with the highest quality of brokerage services available we aim to provide impartial 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 impartial 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

Mike Knightson QFA, CFP®, RPA, MIIPM, SIA

Mike Knightson QFA, CFP®, RPA, MIIPM, SIA

Certified Financial Planner™

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David Mulvihill QFA, LCOI

David Mulvihill QFA, LCOI

Financial Planner

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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]

Bakers Road, Charleville, Co.Cork