We offer Fee-Based Financial Services for those who do not want or need a particular product but simply want us to research and investigation all of their financial provisions, resulting in a comprehensive report with recommendations.
This includes reviewing current investment strategies on short- to medium-term savings plans and all pension provisions from current and previous employment, reviewing current protection policies to ensure that they are in line with family requirements, reviewing any existing mortgage facility to ensure you are paying with lowest possible rate, and reviewing your overall tax situation to ensure that you are claiming all tax credits/flat rate expenses available and that your cut-off point is appropriate to your household income (if you are jointly assessed).
Our hourly rate is €250.
Fee-based financial services are services that charge a fee in exchange for financial advice or other financial services. This can include investment management, financial planning, and other types of financial advice we provide. We see our fee-based services as a transparent way of doing business since the fee is disclosed upfront. We allow this option to give our clients an idea of the budget or total cost beforehand. Please look at all of our services and consider what areas you might be interested in. Also for more insights in our performance please review our testimonials section for client feedback.