What is the value in a Financial Adviser?

Initially a financial adviser can help you identify your financial needs, recommend products to help you reach your goals and set everything up properly. This is where people think the financial adviser’s job ends. Often our work isn’t always visible to you. It is so easy to get confused by market performance, with factors like […]

Mind the Gap; Planning for a Comfortable Retirement.

Did you know that for every 10 years you delay paying into a pension, you will have to pay double the amount in order to reach the same goal by retirement age? But why should you contribute to a pension? Do you know what state pension you are entitled to? Contributory or non-contributory? The contributory […]

Gifts and Inheritance

Do you plan on leaving a loved one a significant gift or inheritance? Do you know the tax implications this may have on the individual? In 2020, you can leave your child up to €335,000 tax free, a blood relative can receive up to €32,500 tax free, while anyone else can only receive up to […]