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Concerned about your financial affairs?
Are you looking for a solution?
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Concerned your money is losing value
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Worried about the status of your pension
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Overwhelmed by all the investment options
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Need answers but don’t know where to look
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Need someone local you can trust
Our Services
Specialist expertise in:
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Wealth Management
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Investments
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Pensions
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Inheritance Tax Planning
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Separation & Divorce
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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. 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...
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Protect yourself and your family
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Protect your business
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Plan for retirement
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Protect and grow your wealth
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Plan to pass your assets to your family, tax free
