Financial Planning Archives

Financial Planning Portfolio Performance Q3 2022

After a strong rally in equity and bond markets in July, both sold off again in August and September. In July there were...

COMMENTARY ON PORTFOLIO PERFORMANCE – AUGUST 2022 August was a month of two halves. It started hopefully, with good U....

You are no doubt aware of the volatility that has returned to investment markets in 2018, and particularly in December. ...

Have you got what it takes to join our team of financial professionals? We are currently recruiting for a Financial Pl...

We are delighted to be recruiting a Para-Planner to the team. If you or anyone you know would like to apply for the po...

In case you missed it, Áine McGroarty, one of our financial planning consultants, featured in Sunday’s Independe...

In 1996 the three founding directors, Colm Brennan, Conor Crowley and David Robb decided there was a better way to deliv...

While it is still too early to forecast the full implications of the decision by the UK to leave the EU, some things hav...

The inheritance tax burden has increased dramatically. We all know we can’t keep death away from our door forever, bu...

Article by Stephen Jones which featured in the recent Sunday Business Post Investment magazine highlighting how risk can...