We're a financial services brokerage based in Limerick and Dublin, servicing clients nationwide. We work with individuals, families and SME businesses. We are a professional financial services brokerage servicing clients nationwide who are based in both Limerick and Dublin. We work with individuals, families and SME businesses. All of our staff are experienced and fully qualified, holding the appropriate qualification and also adhere to the continuous personal development requirement as outlined by the Central Bank of Ireland. We continue to invest and encourage ongoing employee education in order to provide our clients with the best service possible. As of August 2016, we have 14 full time employees in the business, an increase of 9 since early 2012.

Financial Planning:
We are Financial Brokers (Life Insurance, Retirement, Savings & investment and Health Insurance) and when we give you advice and recommendations, we will take into account the majority of providers in the market. This means you get market wide advice from one source and we will always be able to benchmark how you’re insurance, savings & investments and pensions compare to what is available elsewhere.

Mortgages:
Our mortgage brokerage offers a ‘one to one’ service in an effort to secure you the best mortgage available on the market. Our process identifies the most suitable mortgage for you, secures the approval and manages all aspects of the drawdown. We are experts in this field with years of experience in the area.

Debt Management:
We have a specialist debt management business. We are experts in helping our clients understand their financial situation and formulating a strategy to deal with it. Once complete, we engage with banks and/or financial creditors directly with a view to improving their financial situation, which takes a considerable burden from our clients.

SME Finance:
We are also experts in securing finance for SMEs including Agri-Business. Outside of the pillar banks, we have agency agreements with a number of secondary finance providers which can provide various funding products to businesses. We are on the Senior review panel of the Governments, Credit Review Office, the external review panel for Microfinance Ireland and are Consultants to the Strategic Banking Corporation of Ireland (SBCI). If your business needs finance, quite simply, you will not deal with a more experienced or informed expert team to help you source the appropriate financial product for your need.

Personal Insolvency:
Should our debt management service not be a suitable option, our in-house Personal Insolvency Practitioner can advise you on all the personal insolvency options that might be available to you. We provide advice and support in managing your money, accessing your entitlements and making arrangements with your creditors.