Informed Decisions

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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.

CLICK HERE to schedule your complimentary Initial video call with Paddy

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+.

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Where to find us

We're a boutique Independent Financial Advice firm based in Bettystown, Co. Meath, and actively help client all across Ireland



Informed Decisions,
Bettystown, Co. Meath

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