We carry out a lot of research throughout the year, whether it’s attending conferences and seminars, meeting investment managers and product providers and also carrying out desk-based research. Inevitably from time to time, our reading pile gets a little higher! However this is now a great […]
2019 September
Don’t build your future based on what’s happened recently
Let’s be honest, everyone in Dublin and most people around the country (at least outside Kerry) thought the Dubs had the All Ireland won before the first match. Of course they were going to win, sure hadn’t they won it for the last four […]
How tidy are your retirement affairs?
As part of our work with clients, one really important element of an overall financial plan is retirement planning. Of course, it happens quite often that clients are some way along this journey before we come into contact with them.
What we see sometimes leaves a lot to […]