Fees & Benefits

Our Fees and Benefits

Initial & Ongoing Advice

Private Clients – €2,950

  • Full Financial Plan 12 month Service – Suitable for more complex and long term financial plans.
  • Comprehensive, all -encompassing service including all product set-up on low cost basis. (VAT may apply)

Personal Clients – €1,500

  • Cash Flow Modelling and Advice – Suitable for younger clients, and more straightforward advice and queries.
  • Simple Financial Planning Advice including recommendations on product. (VAT may apply)

One-Off Consultation – €250-€500

  • Single Consultation – Suitable for specific queries or high level advice (No product implementation)

Transactions – €750 per account set-up

  • Suitable for individuals looking to set up pension, investment or life cover products
  • Discounts available for multiple accounts, group schemes or group protection.

Ongoing Advice

Minimum Annual Fee – €1,000
Annual Management Fee – 0.5%