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Clients

Our clients are at the heart of everything that we do. Please take some some time to read the testimonials from some of our clients, their endorsement of our business being treasured assets, for which we are very grateful. 

See what our clients have to say about how our financial planning services have made a difference in their lives.

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  • Senior business executive (shareholder of his company)

  • Age 40 – married with 3 teenage children

  • Retail business owners – couple age c40 yrs

  • Two business owner directors 

  • 50:50 owners

  • Both male mid 40’s

  • Married with young children.​​​​​

  • Female – early 30’s – single

  • Involved in Road Traffic Accident

  • In receipt of compensation claim – €2m

  • Doctor – Aged 45, Married, 2 Kids

  • Sole Trader with profits of €150,000 – €200,000​
     

  • Use of Corporate Structure for cash extraction strategy  

  • A small private Co – Husband & wife owner directors – both in late 40’s

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