Financial Consulting for Your Business||Business Strategy & Resource Planning
Wealth Management
Whatever stage of life you're at, you may have some financial priorities you need to save for. This is Wealth Management.
Wealth Management
We will help you arrange the best plans for you and your financial goals.
Protection
Family and lifestyle are what is important. Protect them. Whether it is you, your family, your income - we can get the right plan for you.
Financial Protection
While we all hope for the best - it is wise to also plan for the worst and give yourself peace of mind.
Mortgage Services
Whatever type of mortgage you are looking for, we have a great product choice as well as the expertise to help guide you.
20+ years of experience providing professional financial services
We are a Financial Broker and advisory firm based in Sligo. We do NOT SELL plans or Policies – we sit with clients and educate them on options that are available to them that best meet their requirements and budget and then if they wish – we then BUY that plan or product for them at the best price.