PUBLIC SECTOR

SUPERANNUATION EXPERTS

We are a team of Experienced Tax Advisors, Certified Financial Planners (CFP) and Qualified Financial Advisors (QFA) specializing in Financial advice for all Public Sector superannuation schemes


Over 20 years’ experience

Nationwide coverage with Head Office in Galway

Multi agency Mortgage and Insurance Brokerage

SERVICES AND ADVICE THAT WE PROVIDE

Pre Retirement Planning Advice

  • Pensions Calculations
  • How to maximise your tax-free entitlements
  • How to retire in the most tax efficient way possible

Post Retirement Planning Advice

  • How to manage your money and make it last longer in retirement
  • How to implement tax efficient methods to reduce your tax liability

Public Sector AVCs

  • AVCs specifically tailored to maximise tax-free retirement lump sums

Public Sector Mortgages

  • Mortgages specifically for the public sector only
  • Allows public sector employees to qualify for a larger mortgage than offered by banks
  • Quick and easy process

Types of mortgages on offer

  • First time buyer Mortgages
  • Remortgages
  • Equity Release Mortgages
  • Loan Consolidation Mortgages
  • Residential Property Investments

Public Sector Income Protection

  • Individual Income Protection specifically tailored for the public sector Tax Advise
  • Inheritance Tax Planning

Key Personnel in the Company

Diarmaid Blake

Managing Director

Master’s degree in Accounting

and Finance (MBA)

Qualified Financial Advisor (QFA)

Lorna Egan

Director

Certified Financial Planner (CFP)

Qualified Financial Advisor (QFA)

Clive Slattery

Senior Tax and Pensions Consultant

Former Principal Officer of the Revenues

Financial Services Pensions Unit for 20 years

Produced the Revenues Pensions Manual

Lectures administrators on all Public

Sector Pension schemes

If you would like to book an appointment to speak with a Financial Advisor, please click the button below.

For more information please call (091) 393125

For more information please call (091) 393125