News

What our investment research is telling us

September 26, 2019
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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 […]

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Don’t build your future based on what’s happened recently

September 26, 2019
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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 […]

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How tidy are your retirement affairs?

September 26, 2019
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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 […]

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We’ll help you plan for life’s events

We came across a quote recently that has really got us
thinking, as it hit home on one of the most important aspects of financial
planning. The quote is, “Money always moves when life is in transition”.

The reason the quote had such an impact is because it […]

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