Supporting Employers - Engaging with People!
We're all about engaging with people around their finances in a way that they really understand, we call it ‘Personal Finance – made personal ‘! We support our larger corporate clients by providing workplace personal finance education and wellness for employees.
Our corporate clients tell us that investing in a broad-based wellness programme for employees makes sense. It reduces stress, improves workplace effectiveness, and crucially adds to the bottom line!
Separately, as a distinct offering for individuals and SME business owners we also provide impartial, unbiased financial advice based on their personal circumstances. We’re regulated by The Central Bank of Ireland to do so. In addition we also help our clients to prepare their Tax Returns and to maximise their position going forward.
Our clients benefit, and take reassurance, from our ‘joined up’ thinking and nuanced insights because we’re qualified, regulated and experienced as financial advisors, tax practitioners, accountants and financial wellness experts.