We believe in working with and listening to our clients in order to find the best solutions for their needs.
We pride ourselves in providing the best client service in the industry.
We pride ourselves in providing the best client service in the industry.
Our Service Promise to you
Annual Reviews
We carry out yearly reviews with our clients, particularly as they approach retirement, to update their plans and ensure they are aware of their options.
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In-House Advisors
Our team of In-House Advisors are available to deal with any inbound queries from clients. They can perform over the phone reviews or book appointments as required.
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Back Office Staff
Our experienced team of Administration, Finance and Marketing staff work in the background to ensure the high quality of service provided to our clients is maintained.
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Quality Control
We have a dedicated team of Quality Control Officers who review all paperwork submitted to our office. They speak to clients regularly to ensure they are happy with the service they received.
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Information Management
Yearly statements are sent to all our clients, updating them on the current status of their policies. All personal and financial information is held in a completely secure environment but accessible by our clients immediately by contacting our office.
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Compliance
Our Compliance Team, headed up by Compliance Manager Carol Crahan, are in regular contact with The Central Bank of Ireland and Financial Services Regulator to ensure our clients best interests are protected and our services comply with current regulations.
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Retirement Glidepath
As you approach retirement there are several issues that need to be taken into consideration, up to, at and after the event.
This brochure is designed to step you through the retirement process and help you make the decisions that are right for you.
Click on the image below to download the full brochure.
This brochure is designed to step you through the retirement process and help you make the decisions that are right for you.
Click on the image below to download the full brochure.
