Catherine and Thomas
The couple came into a significant sum of money when Catherine's father passed away. They had little experience investing and were concerned about making poor decisions. They came to me with the question "Should we use the money to do X or Y? Together we looked at the knock-on effect of doing one or other of those things, so that they full clarity before they proceeded.
Julie was separated from her husband for a number of years and they had agreed to divorce. Julie was finding it hard to get clarity on how negotiations should be structured, so we established her negotiating position. She was able to get into the nitty gritty of pension adjustment orders, annual cashflows and lump-sum payments. Both parties walked away with an amicable settlement.
Eva and Martin
Martin who is in his late 50s, had just sold his business. A self-confessed workaholic, he had done little financial planning. What brought this couple to me was Eva's low level anxiety about Martin's health, which had deteriorated in recent years. She didn't know much about their finances, and was fearful about what would happen to her if anything happened to him. This was a common case of both members of the couple being concerned, yet neither discussed, their concerns with the other party. One face-to-face meeting in and both had the weight of the world lifted off their shoulders.
What do my clients say?
"I was looking for someone that I could trust; someone who would work with me on one-to-one basis as opposed to a company where I was dealing with different people. I chose Bob and I’ve never looked back."
- Marian, Maynooth
"Bob was very personable and listened to what we were looking for. His expertise and advice was excellent and now we have peace of mind regarding our financial future."
- Corena, Naas
"I engaged Bob after my husband died a few years ago. He has a great way of explaining complex matters in a very straight forward way. I have always felt that he puts my interests first."
- Mary, Foxrock
Let Me Help You
What you have
You probably have money tied up in pensions, investments, and in other assets. I can help you ensure the money is in the right places to maximise the benefit to you.
What you want
I help you gain clarity around your own goals and objectives. For example, maybe you want to arrange your finances so you can prepare for retirement and for your kids’ financial needs.
What to do
When we know what you have and what you want, we work out the best way for you to achieve this. I will pull it all together in a way that makes sense to you, maximising your finances while minimising your risk and your tax liability.
You Need Advice You Can Trust
To be confident with the choices you make for you and your family, you need a truly independent and trustworthy financial adviser.
My clients sleep well at night knowing that their finances are planned, their family is protected, and they have enough money for the rest of their lives.
I am not just another person trying to sell you a product.