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Why work
with us?

1) We specialise in working with successful business owners. We are not a 'jack-of-all' firm. We know businesses, and how to build wealth

2) We help you improve gains, reduce costs, be tax efficient, build and protect personal wealth, and avoid costly mistakes

3) We have the technical skills to create a strategy for you to reach financial independence, and guide you along the pathway

4) We know how hard it is to find someone you trust with your Investments & pension planning. We are ruthlessly independent, and one of Ireland's only truly fee-based & independent financial planning firms

5) We have earned a reputation of achieving real results for clients, of looking-out for them, of supporting them & developing fruitful relationships

Frequently asked questions


Independent Financial Planning 

Fee-based Financial Planning & Investment Management for business owners within 10 years of retirement & those already retired

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Corporate Training Solutions

Training & coaching workshops for medium and large financial services companies seeking to serve their clients better

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Corporate Success Solutions

A globally recognised Success Workshop for aspiring professionals, benefiting them in their work and personal lives

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Award Winning

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Success Stories

Retired Civil Servant, Meath

The fact that Paddy is genuinely independent and does not sell any ‘product’, meant that his entire focus was on linking my short, medium and long-term goals to a sound financial plan. He produced an excellent financial plan, showing exactly what I needed to do, in order to achieve my goals.

John Tierney
Director, Alan Tierney & Co, Dublin

Paddy has enabled our Financial Planning department to fully engage and deliver real value to our long-standing clients.He now works with all our professional insurance staff to help us deliver better results for our clients, and for our business

Will Sparks
Director, Dublin

The success workshop with Paddy brings the characteristics of successful people down to everyday practical tips and habits that can be implemented by us all immediately. It demystifies success and the concept that people who have made it were born that way

Knowledge Centre

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Work with Us

If you would like to learn more about how we can help, we'd love to hear from you. Enter your details and we will be in touch, in total confidence.

While we would love to help everyone we offer our service to individuals and business owners who have accumulated €300,000+ of investment and pension assets, and who are aiming to retire within 10 years.

The details collected in this form will be used so that we can contact you in relation to your query either by telephone or email. You can read our privacy policy here.

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