Investment & Pension Planning for Business Owners

Investment & Pension Planning for Business Owners

Business owners focus most of their time on building, managing, and growing their companies. Taking care of their personal financial planning is equally as important, but often ignored. Investment, Pension, Insurance, Tax, and Estate planning are complex matters. A...
Moving your UK Pension to Ireland

Moving your UK Pension to Ireland

This week’s implosion of Sterling serves as timely reminder for those who previously worked in the UK that it’s worth considering moving old pensions to Ireland. This can be a complex process and needs to be carefully managed. As an adviser who worked in...
Financial Planning 2022

Financial Planning 2022

Why is a Financial Plan so Important? We all have financial goals and objectives, but sometimes fail to document what they are. Without a proper financial plan, it’s difficult to know whether you and your family are on track to secure your financial future. For young...
Personal Financial Planning for Small Business Owners

Personal Financial Planning for Small Business Owners

Small business owners are usually time poor – focusing most of their time and energy on starting, running, and growing their business. Very often they do not have a properly thought-out financial plan for themselves and their dependents. A financial plan is an...
Bubble?

Bubble?

“Is the US Stock Market in a bubble?” – This is a question I’ve had to field a few times recently.  The question is prompted by some traditional valuation metrics and by the recent performance of high flying stocks like Tesla, Amazon, Apple and Google....
Lifestyle Financial Planning – Irish Examiner Article

Lifestyle Financial Planning – Irish Examiner Article

https://www.irishexaminer.com/sponsored/arid-40063235.html We all have financial goals and objectives, but often fail to document or have a strategy about how to achieve them. For young families this may include planning for third-level education costs, ensuring the...