Paddy Gogarty has forty years of experience in the financial services sector. This wealth of knowledge will help shape your financial future.
We offer a range of financial planning options designed to offer you peace of mind.
INHERITANCE TAX ADVICE:
We believe that personal financial planning requires personal service. The first step in developing this relationship is a face-to-face meeting, where we discuss your current financial plan and your hopes for the future. We will complete a full financial review with you, and also measure your individual tolerance for investment risk.
Once we have carefully analysed the information, we will present options to you with product solutions that are best suited to your needs.
When you have had time to consider the options presented in step two, we will work with you in drawing up a detailed plan to help meet your objectives.
We apply no charges for work in the stage of investigation and analysis. Any fees or commissions will always be clearly communicated and agreed upon in advance. In the area of administration, we try to make the process as seamless and stress-free as possible.
Authorised by The Central Bank of Ireland (Ref:C112044) Directors: Aisling Gogarty Paddy Gogarty Address: 16 Woodlands, Portmarnock, Co. Dublin CRO: 520 735