FAQs
The financial planning process shouldn’t feel intimidating. Here, you’ll find answers to the questions we get asked most often about who we are and how we work.
Where are meetings held?
You can meet with us at our head office in Nenagh, Co. Tipperary, or via Microsoft Teams.
Do I have to pay for an initial consultation?
No, the initial consultation is entirely at our expense.
What do I need to do before an initial consultation?
You’ll be sent two questionnaires to fill in online. Your input on these will ensure that our time together is as productive as possible.
How long should I allow for an initial consultation?
Typically, an initial consultation takes approximately one hour.
Do I have to sign up to your services at an initial consultation?
No, there’s no obligation to proceed at this stage, or at any point, if you don’t think we’re the right fit for you.
How can I book an initial meeting?
You can book a time that suits you via our calendar, or contact us to discuss your options.
Are you a tied agent?
No. We operate on a non-restricted basis, meaning we have access to the entire market. As a result, our recommendations are always in your best interests and in line with what suits your circumstances.
Are you regulated?
Yes, we’re regulated and authorised by the Central Bank of Ireland.
Can you advise on final salary / defined benefit transfers?
Yes, we can, and we’d be happy to help you with this.
Do you offer comprehensive financial planning to identify opportunities and risks in my current financial circumstances?
Yes, comprehensive financial planning is our specialty.
Can you help me to extract wealth from my company in a tax-efficient way?
Yes, we specialise in this area.
Who needs financial planning?
Put simply, everyone! Including you! Financial planning is for anyone who wants to improve their financial wellbeing and achieve their life goals.
How can financial planning help my business?
We can help you to minimise tax for both your business and you, personally, while also making sure your hard-earned cash works harder for you.
In Their Own Words
Our Clients Speak
What Clients Say
Not only did Diarmuid help me put together an easily understood investment / retirement plan, but equally importantly for me, he chased up all the loose ends to make sure the plans were executed in a timely manner - not my strong point!
