We encourage you to select an advice firm that is both qualified and authorised by the Central Bank of Ireland to provide prudent financial advice. See our Important Documents below.

Schedule Your Call

We use a client-focused approach to help you get organised, develop peace of mind, and clarity on your financial future.

The first step is a 15-minute initial call with Paddy to answer your questions, to see if we are potentially a good fit for each other, and allow you to evaluate our firm.

If you believe we are a good fit to work together CLICK HERE to schedule your complimentary call with Paddy.

Or please CLICK HERE if you are media-related or have a general query.

Important Note: Just like you wouldn’t see a cardiologist for a knee replacement, we work exclusively with people who are retired or would like to do so in the coming years and have investable assets of €1m+.

Schedule your call

Due to demand and commitments to existing clients, there is currently a waiting list for planning and new clients.