Corporate Clients

Financial Budgeting


We provide Financial Advisory clinics for  all employees and give workshops (1:1 or in groups) as well as presentations to staff in some of the largest companies in Ireland, such as VMware and Citco. See testimonials section for more information.

These include :

  • Financial Budgeting
  • Protection
  • How to achieve the best returns on Savings
  • Reducing Bank Charges
  • Mortgages
  • Incentives to reduce Tax

We provide Group Risk cover (Death in Service/Income Protection/Illness) and Pension advice for small, medium and very large companies and our independence allows us to achieve the best rates for the companies across the market.
To get a quote for existing Group Risk or book a FREE Financial advisory clinic email or contact us on 021-2061780.


Business owners work on growing their businesses but consideration must be given to:

  • Getting better returns for company monies.
  • Ensuring the business is protected if anything happens to the key people within the business.
  • Ensuring that the business has provisions for the estates of Shareholders in the business in the event of premature death.
  • Provisions for Personal Wealth. This includes ensuring the most Tax efficient extraction methods are used from the companies.
  • Pension planning and what options business owners have.

To book a no obligation/hassle FREE Financial review email or contact us on 021-2061780.

Talk to one of our expert staff members and start planning your future today!

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