Financial Advice You Can Trust
We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages and life assurance. Founded in 1997 by Phil Farrelly QFA and Sean Mason, we have grown to become one of the most successful financial services companies in the Republic of Ireland. We were finalist’s 3 years in a row in the Moneymate and Investor Magazine awards, for “Life and Pension Broker of the Year”.
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