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Services

Investment, Protection and Pension Services

We offer Investment, Protection and Pension Services

We can provide you with a direct link to our independent financial adviser partners, Navigation Wealth www.navwealth.ie – a friendly, highly experienced team who will deliver a tailored service based on your individual requirements. Navigation Wealth are a completely independent financial services firm who are regulated by the Central Bank of Ireland. Working closely with us to gain an in-depth understanding of your business and its needs, Navigation Wealth will recommend the appropriate products and strategies to help you secure your future, all of which is done in conjunction with ourselves.

Navigation Wealth can help you design a tailored pension plan for your business – matching the pension structure that best suits your circumstances, choosing appropriate assets in which to invest, and revisiting these decisions over time as your needs change. Whether you are new to pensions or already have a deep knowledge of the pension and investment markets, we believe that our clients need to understand what they are investing in. We can also arrange for one-to-one meetings or group presentations to your staff to explain their pension arrangements.

In preparing for the unexpected, we can carry out a financial review and look at any existing arrangements you have in place. If we feel you need additional protection (e.g. term life assurance, whole of life cover, mortgage or income protection, illness cover, etc.), we can employ the services of Navigation Wealth to research the best options and deal for you and to then make an impartial recommendation and provide a statement of feasibility.

Navigation Wealth can also work with us to help you to formulate an investment plan, choose investments and strategies that are appropriate to your personal financial situation and keep your financial goals on track by monitoring the performance of your investments. We believe a financial adviser should be someone you can turn to when market trends change, someone you can consult when you need expert and objective advice and someone who can offer you access to a broad range of funds, with varying levels of risk and return.

What we can offer

We can work with Navigation Wealth to carry out a complete financial health check to independently review all existing policies and provide a full report thereon. This is very much tailored to each client’s needs and savings will be identified, where appropriate. We also monitor bank deposit and lending rates on an ongoing basis to enable us to provide up to date information to all of our clients. Through Navigation Wealth, we can also offer fully independent advice in areas such as Pension Planning, Income Protection and Permanent Health Insurance along with all types of life and mortgage protection.

What we can offer

We can work with Navigation Wealth to carry out a complete financial health check to independently review all existing policies and provide a full report thereon. This is very much tailored to each client’s needs and savings will be identified, where appropriate. We also monitor bank deposit and lending rates on an ongoing basis to enable us to provide up to date information to all of our clients. Through Navigation Wealth, we can also offer fully independent advice in areas such as Pension Planning, Income Protection and Permanent Health Insurance along with all types of life and mortgage protection.

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both compliance and planning covering all of the main tax headings:... Read More

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We can carry out a complete financial health check to independently review all existing ... Read More