Clear. Concise. Professional Advice. Since 1997.

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

Concerened about Money

Our Services

Specialist expertise in:

  • Wealth Management 

  • Investments

  • Pensions

  • Inheritance Tax Planning

  • Separation & Divorce

 
Conleith Quigley, Financial Advisor

Hi, I'm Conleith Quigley,

a Qualified Financial Advisor, offering clear, concise, professional advice on mortgages, investments, pensions and inheritance tax planning since 1997.

 

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 clients.

 

Your 3 steps to
financial peace of mind

1

2

3

Agree the Plan

Step 1. Brief Chat - I'll have a brief chat about your financial situation, I will then suggest if you need to book a consultation, and how I can be of further assistance.

 

Step 2. Consultationa comprehensive meeting to discuss your goals and objectives. This meeting, via video-call or in person, takes approx. 60 - 90 minutes for which there is a consultancy fee of €150. Once scheduled, a form will be emailed for completion, to return for review in order to prepare for the meeting in advance. 

 

Step 3. Agree the Plan - Following our meeting, on your instruction I will prepare recommendations and present 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

Take the right step to:

  • A personal financial broker

  • A personalised service

  • Safe and secure assets

  • Growing wealth

  • Financial peace of mind

Safe and Secure Services