60 Second Snapshot 8th August

60 Second Snapshot 8th August 08 August 2022     LAST WEEK IN 30 SECONDS… The Bank of England were the latest central bank to increase their interest rate last week with a 50bps increase. The release came with a stark warning that a long-lasting recession is a likely outcome as forecasts are expecting UK…

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60 Second Snapshot 25th July

60 Second Snapshot 25th July 25 July 2022     LAST WEEK IN 30 SECONDS… The ECB on Thursday increased interest rates for the first time in over 10 years. Rates have been negative since 2014, but with mounting inflationary pressures the ECB were forced to increase rates by 50bps with key deposit interest rates…

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Do you have Income Protection?

Do you have Income Protection?   Over the years dealing with clients and in general from speaking with friends and family, when this question is asked, I am surprised that the answer can be ‘I don’t know’. Employees often are not sure what their sick pay arrangement is or if they have any long-term cover…

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How to give €1m to your family tax free

How to give €1m to your family tax free April 2022     Let’s talk about tax for a minute with a brief overview of some of the challenges faced by people who want to transfer wealth to their loved ones. Unfortunately, in Ireland we have a pretty penal tax environment in this regard. Capital…

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Financial planning is about more than products

Financial planning is about more than products April 2022 As a Financial Planner I am in the very fortunate position of meeting a wide variety of people. They all have different backgrounds, experiences and are at different stages along their journeys. I have laughed with clients, and I can honestly say I have cried with…

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Helping you identify the life you want

Helping you identify the life you want February 2022   We find that many of our conversations with new clients start with a specific problem. It might be a sudden windfall that you want to invest, getting your retirement plan on a firmer footing or indeed sometimes just making sense of what you have and…

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5 investment themes that stand the test of time

5 investment themes that stand the test of time February 2022     After another very strong year for markets in 2021, with the S&P500 index up over 27% by the middle of December, the attention of investors has rightly turned to what’s likely to happen this year. While most commentators are more cautious about…

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Protect What’s Important, Then Put Your Finances in Cruise Control

Protect What’s Important, Then Put Your Finances in Cruise Control February 2022     I qualified 10 years ago as a Certified Financial Planner™ as part of the first group in Ireland to do so.  I’m 19 years a Qualified Financial Advisor.  I’ve just looked back at a broad cross section of the clients I’ve…

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