Some of our more recent clients…
To give you a flavour, some of
our more recent clients have
- A Builder looking to purchase a property within their Company pension plans.
- A Solicitor starting out with their first pension largely driven by the significant tax advantages of a pension.
- An employee looking at their redundancy options and trying to figure out the best option to choose.
- An SME owner who is just selling their business and wants to make a pension contribution before doing so.
- Public sector employee wishing to maximise their retirement lump sum.
- Husband and wife looking for a comprehensive protection program for their family.
- A bank employee who needed advice on whether to retain a defined benefit pension or elect to transfer their pension fund into their own pension arrangement.
- A Doctor who is very anxious to ensure there is going to be enough funds available to educate their four children.
- A retiree who is getting no return on a significant deposit in the bank and seeks an alternative investment option.
- A tech company who wishes to set up a PRSA scheme for their employees.
- Private business professional with multiple pension pots from previous employments and wants to know their options.