Pensions & Investment

  • Pensions Advice & Management

 

  • Investment Guidance & Wealth Management

 

  • Personalised Investment Portfolios

 

Protection
  • Co Directors Life Assurance

 

  • Key Person Life Assurance

 

  • Income Protection Cover

 

  • Personal Life Assurances

 

  • Inheritance Tax Life Assurance

Financial Planning
  • Long Term Financial Planning

        & Cashflow Modelling

 

  • Retirement Planning

 

  • Tax Efficient Pension Solutions

 

  • Inheritance Tax & Succession Planning

"....Dave's priority is matching his client's requirements with suitable portfolios of products and funds in the market, and his effort, input and experience in this area makes him in my opinion unique in this field.”


Roisin Caulfield (Solicitor)