take control
of your finances
Realise your goals
ABOUT US

As Financial Consultants we offer a range of services from the leading Banks, Investment and Insurance companies.  Our dedicated team, have over 40 years’ experience in financial services, working from our offices in Dundalk.

 

 

Open Communication

Attention to detail and open communication is what our clients have come to expect from us. We have accomplished this by taking the time to build individual relationships with our clients so that they are confident that we can provide them with whatever solutions they require.

Value for Money

Value for money is a key factor in our services and we strive to meet the needs of our clients in the most cost-effective manner without compromising on quality.

Financial Planning takes a long-term holistic approach to your Financial Future, we aim to carefully plan and strategize for you to be able to realize your goals.

our services
Insurance

Insurance products can often be difficult to understand, and companies can be hard to deal with. Whether you need personal or business insurance we’ve got you covered.

Investments

Whether you know exactly the type of investments you are looking for or just want to call for a chat we are always open to a conversation.

Protection

Many of us ignore the uncomfortable realities in life, but one thing we should all be asking ourselves is this. What happens to my family if I die?

Pensions

If you would like to look into starting a pension please complete our new pension questionnaire, once we have some information we can get started on securing your retirement.

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Contact us today to take
control of your finances.

If you haven’t found what you are looking for or would prefer to talk to someone directly please feel free leave your details or give us a call.