People often put off financial planning. We help them take control by providing them with a customised financial plan. This gives them the security of knowing their finances are in order so they can live their best life.
We believe that customised financial planning can help people live their best life
Our guiding principles
Transparent
We believe in being fully transparent in the areas of fees, both initial and also ongoing. We provide an excellent service that gives you the comfort of knowing that your best interests are at the heart of decisions.
Responsible
We are very aware of our responsibility to our clients. We always act in a responsible manner in all our interactions with our clients, and our product providers and lenders.
Proactive
Being proactive is a key component in financial services, this allows us to adapt to changes in our economy and our environment. This way we support you when measured adjustments are needed.
Innovative
We are constantly reviewing our customer engagement to see how best to improve our offering. We continue to invest in best in class software and supports for our clients. These keep you in control of your finances.
Experienced experts
We have years of experience in helping people to achieve their goals. We work with SMEs, individuals, couples and families.
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Meet the team
Director
Director
Mark Nugent
Director
- Compliance Management
- Cashflow Planning
- Retirement Planning
- Lending
- Risk Management Planning
- Pension technical & investment fund analysis
- Honours Degree, Marketing & Economics, Dublin Business School
- Qualified Financial Advisor, University College Dublin
- Retirement Planning Advisor, Specialist Investment Advisor
- Past President; Brokers Ireland
Mark holds an Honour’s Degree in Business, is a Qualified Financial Advisor as well as holding the Retirement and Specialist Investment Advisor designations. Mark is also the current president of Brokers Ireland. As well as working with his clients on their own financial plan; Mark keeps a close eye on his own financial goals and having worked in the industry since 2000 brings a wealth of personal experience. Mark is married with two children and has lived in north County Dublin since 2002. Mark enjoys wine, movies and relaxing in his spare time along with volunteering as a coach with his son’s local soccer team.
Live your best life, always
Karen Douglas
Client Service Manager
We are delighted to welcome the newest member of the team..
Karen plans to bring new ideas, high energy , while striving to ensure a seamless and personable service to all clients.With 12 years of management experience in the hospitality and private industry she has honed her skills in customer service, operations, and client relations. After recently completing her QFA in under a year, she has a strong a commitment to professional growth and staying abreast of industry developments.
Karen graduated with an Honors Degree in Business Management (DIT) and Higher Diploma in HR (NCI). She believes in the power of continuous improvement and lifelong learning. Her career journey so far is a testament to the importance of versatility and adaptability.Karen loves the outdoors with her family, friends and dogs, a good movie, all things Formula1 and a good chit chat over a glass of wine.
Make a plan, achieve your goals!