Search

Meet Virginia Towo
Meet Virginia Towo
Categories Articles 

Meet Virginia Towo

Born in Zimbabwe, Virginia travelled to Ireland with her two small children 20 years ago, during a dark and gloomy...

read more
Smartest Investment Will Benefit Planet as Well as You
Smartest Investment Will Benefit Planet as Well as You
Categories Articles 

Smartest Investment Will Benefit Planet as Well as You

Our approach to sustainable & impact investing

read more
How Do I Prepare for Retirement?
How Do I Prepare for Retirement?
Categories Articles 

How Do I Prepare for Retirement?

One of the greatest financial worries, for many of us, is preparing for the transition from the world of work...

read more
Are You Entitled to a UK State Pension?
Are You Entitled to a UK State Pension?
Categories Articles 

Are You Entitled to a UK State Pension?

Anyone who has worked for 3+ years in the UK is entitled to a UK state pension

read more
Beware The State Pension Trap
Beware The State Pension Trap
Categories Articles 

Beware The State Pension Trap

A potential tax/benefits trap exists that Irish Financial Planners should consider when recommending a personal investment portfolio (as distinct from...

read more
Annuities Get A Bad Rap, But Is It Time To Look More Closely?
Annuities Get A Bad Rap, But Is It Time To Look More Closely?
Categories Articles 

Annuities Get A Bad Rap, But Is It Time To Look More Closely?

Purchasing an annuity at the point of retirement is rarely considered in 2022. Advisors often dismiss the idea of an...

read more
Are Sustainable & Impact Portfolios Worth The Price?
Are Sustainable & Impact Portfolios Worth The Price?
Categories Articles 

Are Sustainable & Impact Portfolios Worth The Price?

“When the facts change, I change my mind…” is generally attributed to the economist John Maynard Keynes (although he may...

read more
Do You Own Investments In The USA?
Do You Own Investments In The USA?
Categories Articles 

Do You Own Investments In The USA?

Do you have shares in a company listed in the USA or a US ETF? Do you have more than...

read more
Looking for Advice on Investing in Ireland
Looking for Advice on Investing in Ireland
Categories Articles 

Looking for Advice on Investing in Ireland

Assuming you have no mortgage debt and are already making full use of your pension allowances, what is the most...

read more