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
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
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. Consultation - a 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
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Plan for retirement
Protect and grow your wealth
Plan to pass your assets to your family, tax free