Begin with your desired end in mind. We help successful families, business owners and professionals in Galway, Sligo and nationwide plan for financial freedom, life first, money second.
The service we offer goes beyond money. We are focused on you and your life, not just your plans and products.
We are a trusted partner, adviser and friend to our clients. There is a reason why families, business owners, retired professionals and entrepreneurs like dealing with us: we help guide successful families to financial freedom by designing a tailored plan to match their future purpose and prosperity, with a people-and-plan-first approach, and money second.
We help business owners, corporates, entrepreneurs and families protect what they have built and grow it with purpose.
Your income, your business and your family, structured tax-efficiently and planned with care.
A retirement plan focused on what matters most to you, and on making your money last as long as possible.
Income, capital gains and inheritance tax, planned proactively so you keep more of what you build.
Your pension and investment income, by investing smarter with an evidence-based, long-term portfolio.
A refreshingly simple approach to a complex subject, in plain language, at every step.
We help you become clear about what matters most, and what you want to achieve as a family.
We organise and analyse your current situation, and give you honest feedback on how it could be improved.
We outline the steps to go from where you are to where you want to be, in plain language.
"Someone's sitting in the shade today because someone planted a tree a long time ago." Your portfolio is the financial backbone of that plan.
We help you answer expensive questions today to solve tomorrow's financial problems, and develop your tailor-made financial life plan.
In retirement, either your money outlives you or you outlive your money. We build an evidence-based portfolio that aims to protect your purchasing power over your retirement years.
We ensure your family is provided for and your assets pass smoothly, acting as your financial concierge and liaising with your accountant, solicitor and other advisers.
We protect your wellbeing, your family, your life goals and your legacy, and answer the critical question every owner faces: how much is enough?
A globally diversified, evidence-based portfolio held for the long haul, built around your long-term financial independence and your family’s future.
Specialist advice on your group pension scheme, tax-efficient benefits and investments, business succession and company exit strategies.
Before investing your time or ours, everything starts with a brief 15-minute call to make sure we are the right match.
A 15-minute call to check your needs align with our expertise. If we're not the right fit, we'll gladly point you elsewhere.
An in-depth meeting to understand your goals, concerns and circumstances, and to prioritise what matters, now and in future.
A personalised draft covering pensions, estate and gifting, ARF and RSU planning, CGT and your investment strategy.
We walk you through the plan together, so you have a clear understanding of where you stand and the steps ahead.
We put the structures in place and keep adjusting as life changes, your co-pilot for the long term.
"My approach to financial planning is refreshingly different, extremely effective, and yet very simple: I listen. You continue your day job, we secure your future."
For over 25 years, Niall has helped some of Ireland's most successful families realise their business and lifestyle goals, a multi-award-winning planner who was named Wealth Manager of the Year on many occasions during his time with Permanent TSB and Ulster Bank.
"Niall's unique differentiator is his ability to deliver bespoke, personalised, trusted, solutions-focused advice. He brings an authenticity to developing genuine partnership relationships for the long term."
"Under his guidance there has been significant growth in our investment portfolios while keeping risk moderate. His professionalism, integrity and dedication make him an invaluable asset to any family or business."
"The world of wealth management tends to be average advice in disguise. Niall, however, is a true Wealth Manager, professionally excellent, passionate and truly client-focused. He adds value from the moment he has the opportunity."
"He has saved us tax, time and worry, and given us clarity and peace of mind around our financial planning. Our relationship is less about the financials and more about the important milestones in life. We recommend Niall without reservation."
"His unique interpersonal skills and genuine compassion set him apart in his industry. The client's needs, and those of their families, are at the forefront of all the advice he provides."
"Expertise, Trust and Service. His dedication to clients, business excellence and education sets him apart. If you want an exceptional financial planner to partner with, Niall is one of the very best in the business."
We deliberately limit the number of clients we serve, so each receives a premium, personalised level of service.
A relaxed 15-minute call to see if we're the right fit. No jargon, no obligation, just clarity on where you're heading and how we can help you get there.
Offices in Galway (H91 P295) and Sligo (F91 HKD8) · Mon–Fri, 8am–6pm