Wealth Management Experts
for over 20 years
Schools and Colleges
Private Individuals & Families
Financial peace of mind
is just around the corner
Concerned about your financial affairs?
Are you looking for a solution?
Concerned your money is losing value
Worried about the status of your pension
Overwhelmed by all the investment options
Need answers but don’t know where to look
Need someone local you can trust
Hi, I'm Conleith Quigley,
These days the financial world can often seem a very impersonal place. People often complain of being treated as a number. I know this perhaps more than most, as a large part of my job is to deal with these institutions on behalf of my client...
Your 3 steps to
financial peace of mind
Discover & Discuss
Agree the Plan
& Implement it
Step 1. Get in Touch - We'll have a brief chat about you and your financial situation. I will then advise if you need to take things to the next level and how I can be of help.
Step 2. Discover & Discuss - If necessary, we will have a comprehensive meeting to discuss your needs, concerns and objectives. This meeting, via Zoom or in person, takes approx. 60 - 90 minutes (for which there is a consultancy fee of €150). Once scheduled, I'll advise you what relevant information I'll require, so I can prepare for our meeting in advance.
Step 3. Agree the Plan & Implement it - Following the meeting and on your instruction, I will prepare recommendations. I will present you with my professional advice in a clear and concise manner and implement on your instruction.
Our Client Testimonials
Can you afford not to...
Protect yourself and your family
Protect your business
Plan for retirement
Protect and grow your wealth
Plan to pass your assets to your family, tax free