Expert financial advice with you at the centre
Expert financial advice with you at the centre
ONE OF IRELAND'S LEADING EXPERT FINANCIAL ADVISORY FIRMS...
Our Mission
“Our mission is to provide our clients with the financial tools, guidance and knowledge to help achieve financial security and wellness."
“We do this by providing a personalised 1:1 open-door consultation process, by providing expert technical advice, and by harnessing our extensive market experience to find the solutions that work hardest for our clients.”
WHO WE ARE...
About Us
Simon Shirley founded the business in 2008 and since then our firm has grown to become one of Ireland’s leading expert financial advisory firms.
We are financial advisors to a wide range of private individuals and to domestic businesses and multinational corporations in Ireland.
WHO WE WORK WITH...
Our Clients
Our clients include private individuals and businesses ranging from domestic SMEs to multinational corporations in the software, telecommunications, financial services, aircraft leasing, medical devices and hospitality sectors.
We help businesses deliver best-in-class employee benefits, including pension, insurance and financial wellness solutions. We help private individuals provide financial security and wellness for their families, including retirement planning, savings and investments, life insurance and integrated financial planning.
WHAT WE DO...
Our Services
Employee Benefits & Wellness
Private Clients
A PRACTICAL GUIDE TO PENSIONS AND LIFE INSURANCE
Simon launches his new book
Written by Simon, A Practical Guide to Pensions and Life Insurance is an easy-to-follow and comprehensive guide to the complexities, as well as the benefits, of pension and life insurance planning.
Available in Paperback and eBook