What we do?



Our commercial clients are mainly small to medium sized companies with whom we have worked with for many years, anticipating and prioritising their insurance needs. Drop in or give us a call and we can talk through any potential risks to your business and then agree a comprehensive, cost effective package with you that best covers them.



We are specialists in the area of school insurance, with experience of working with some of the largest second level schools in south Dublin. Tell us about the size of your school and the specific risks that concern you, and we can provide the peace of mind that you, your teachers, students and their parents or guardians require.



We are here to make sure you have the right cover in place and to find it at the best price, making sure your home, contents and personal possessions are fully insured. And if anything does happen, don’t worry – our job is to deal with the insurance companies for you and make sure any claim is settled as simply and quickly as possible.

financial planning

Financial Planning

We use the latest financial forecasting software to illustrate your financial position throughout your lifetime. It projects how your finances are impacted by changing decisions, circumstances and conditions. It’s a long-term, interactive process – we’d be happy to show you, all it will cost you is an hour of your time.

money loan


Whether a Corporate or Private client, we can advise on all aspects of pension structures. We will make sure you implement the most suitable plan for your business or personal circumstances, and we’ll help manage your journey through to retirement and beyond.



If you have a long or short term goal, a once off sum to invest or money to put away every month, we will set up the most effective plan to suit your needs.

funds protection


An unexpected death or long term illness would be traumatic for your family, and could be catastrophic for your business. We ensure that it would not cause a financial crisis.

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Succession Planning

You’ve worked hard to build up your personal or business wealth. With the relevant planning, we can make sure this gets passed to who you want, when you want, in the most tax-efficient manner possible.

Contact Us

Drop in or call us

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8 Marine Road,

Dun Laoghaire,

Co. Dublin.

01 280 1908

Get in touch