Do you need Life Insurance, Retirement Planning Advice or Savings & Investment Advice? We are based in Limerick and provide a professional, personal financial planning service, helping clients achieve their financial objectives in a tax efficient manner.
As a Multi-Agency Intermediary we hold appointments with all the leading Life & Pension offices. As part of our financial audit, we ensure that all recommendations put forward compliment your needs, with regular reviews developed in conjunction with you, to ensure that these ever changing requirements are designed and developed with you in mind.
- Lead contacts are Barry White QFA SIA RPA & Jim Wallace QFA RPA SIA ACCA
- Barry has 30YRS direct experience in the Insurance industry having previously held senior Management roles with life insurers directly
- Jim has gained valuable experience in the Life and Pension industry to date together with an ACCA qualification gained having spent time working as a Financial Accountant
The following is a list of frequently asked questions in relation to Life, Pensions & Investments: