Specialist Financial Advice for GPs
The finances of medical practices are very demanding and incredibly complex. You require a specialist financial advisor to guide you through these complexities, and we will work closely with you to ensure we understand your personal goals as well as your investment and pension positions.
We act for over 100 GP practices throughout Ireland, and once you talk to us you’ll understand how we deliver, why we are different to our competitors, and how we can offer the best possible service for you.
Once we commit our service to you, we will look after all aspects of financial planning and retirement planning — it is a holistic package. We provide you with a complete and whole financial plan that takes into account both your professional and your personal financial motives and helps you achieve them.
Pensions
Changing jobs or facing redundancy? Understand your options for an old company pension, from leaving it where it is to a refund, a PRSA or a Personal Retirement Bond.
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Financial Planning
Interest rate moves reach further than mortgage repayments. How they touch savings, investments, pensions and business borrowing, and what to review when they shift.
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Investments
Why moving to cash when markets fall often costs more than it saves, and the questions worth asking about your investment strategy during uncertain periods.
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