Whether you are an entrepreneur, individual, or acting on behalf of a family or business – we are here to help you navigate life’s peaks and troughs.

We take time to carefully understand your aspirations, legacy and retirement plans.

Rory Nelsons professional qualifications include : QFA, FLIA, Pension Trustee Practitioner (PTP), UCD Specialist Diploma in Wealth Management, UCD Professional Certificate in Stockbroking, UCD Professional Certificate in Asset Management, CFP module – Tax & Estate Planning, Pensions Diploma, Mortgage Advice Diploma, UCD Certificate in General Insurance & BA degree in Accounting & Finance.