Focused Factfind
An unbiased professional opinion
Fee based, not product driven, review service to give you an unbiased professional opinion.
This service may suit you if you have a particular aspect of your finances which you wish to specifically review.
Focused Factfind
Focusing advice on a single area
This service focuses on one particular area of your finances.
Focus on your particular area of interest
An Investment Risk Analysis conducted with client to establish client goals, risk tolerance and product suitability.
A personalised recommendations report is furnished to the client.
Risk Analysis
Targeting the area of finances you have in mind
Full financial review covering all aspects of your financial world. The fee for this service is €350 and includes online consultation, recommendations report, and a follow-up call.
