Joe is a Fellow Chartered Accountant, Qualified Financial Adviser (QFA), Retirement Planning Adviser (RPA) and Accredited Product Adviser (APA).

Joe is responsible for reviewing markets, managing client portfolios, liaising with life offices and seeking new opportunities.

We’re financial planners based in Dublin, from where we provide a first-class, personalised service. We help you to build, preserve and manage your wealth so that you can achieve all you want to achieve.

We pride ourselves on our exceptional service levels, delivered by highly qualified team members who have come to us from successful backgrounds in stockbroking, accounting, financial advice and financial administration.

We hold strong values that include maintaining a transparent charging structure, which enables you to see for yourself just how much value you will gain from working with us.