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Wealth Management

We can help to ensure you protect and preserve what you’ve worked hard to create.

By examining your current financial situation we can establish whether or not your existing provisions are adequate for now – and for the future.

We provide advice in the following key areas to business owners, professionals and corporate executives:

  • Performance Measurement
  • Realising personal wealth from your business
  • Retirement planning
  • Business succession
  • Estate planning
  • Tax planning
  • Minimising taxation liabilities

Reliable affordable they put my mind to rest at accounts time. I would highly recommend the team, not only for the superb tax advice but they always make themselves available when I need them

Dr Eoin O Neill
O Neill Dentalcare, Swords