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.
0
0
0
0
Meet the team
Andrew Nolan
Director
Areas of expertise and responsibility
- Business strategy & efficient cessation and retirement planning
- Cash-flow planning
- Lending
- Estate planning, Wills & Trusts
- Special needs financial planning, Wills & Trusts
Education
- Chartered Management Accountant (CIMA), Dublin Business School
- Honours Diploma in Social studies, Sociology
- Certificate in Personal Insolvency, Chartered Accountants Ireland
- Qualified Financial Advisor, University College Dublin
Andrew is a Chartered Management Accountant and qualified Financial Adviser with over 25 years experience in financial services. Andrew is the Chairperson of a local social club for people with special needs and sits on the finance sub-committee and main Board of a large All Ireland not-for-profit charity, which provides services to people with additional needs. He has lived and worked in north County Dublin for the last 25 years and he is married with two sons. He is an avid golfer & fisherman and loves spending time with his family and friends, which his goal-based financial plan allows him to enjoy.
Dream it, Plan it, Live it
Mark Nugent
Director
Areas of expertise and responsibility
- Compliance Management
- Cashflow Planning
- Retirement Planning
- Lending
- Risk Management Planning
- Pension technical & investment fund analysis
Education
- Honours Degree, Marketing & Economics, Dublin Business School
- Qualified Financial Advisor, University College Dublin
- Director & Board Member; Brokers Ireland
- Chairperson; Brokers Ireland Compliance & Legislation sub committee
Mark holds an Honour’s Degree in Business, is a Qualified Financial Advisor and is a member of his representative bodies sub-committee and main board. 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
Eoin Foster
Mortgage Manager
Eoin is a Qualified Financial Adviser with over 20 years experience in financial services, specialising in Mortgage finance and personal financial planning. Eoin also has experience working in other service industries and knows the value of putting the client first. He lives in north County Dublin and is a strong contributor to his local community. Eoin is a masters swimmer and holds a number of Irish masters records including recently winning the Dun Laoghaire harbour race. If Eoin is not in the office he is most likely in the water. The secret to Eoin’s success as an athlete is having goals and putting plans in place to make these goals achievable. He uses this goal based planning approach when advising clients.
Make a plan, achieve your goals!