As experienced Financial Brokers, we are totally committed to offering advice to individuals, professionals, families and businesses.
We do this by going through a comprehensive financial planning review process, knowing the consumer, gathering sufficient and relevant information about your income, financial assets, benefits and liabilities prior to offering, recommending, arranging or providing a product or service appropriate to you.
You can avail of a full Financial Review (fact-find) or just discuss a relevant area of interest. The level of information gathered will be appropriate to the nature and complexity of the product or service being sought by you, it will be to a level that allows the Financial Broker provide a professional service.
We compare you save, the Financial Review includes reviewing your existing financial products to see are they appropriate to your current needs or circumstances, to identify any improvements or cost saving opportunities that may exist.The review also includes determining your attitude to and capacity for investment risk associated with your current funds. Please bring all documentation / information on your existing financial products to our meeting when availing of a full Financial Review. It is necessary to get information that is as accurate as possible and up to date especially if that information is directly relevant to the advice that we may give you.
If discussing a relevant area of interest we will only seek information that is relevant to the nature and complexity of the product or service being sought by you. Without this information we are unable to progress to the next stage which is assessing suitability and making recommendations.
We act as your agent to research the best products and price. We can advise on a broad range of products from the leading life companies and mortgage providers in the Irish market whom we hold agency appointments with, or who we have access through our appointment with Brokers Ireland Network Services. The principal activities of the firm are provided on a "fair analysis of the market" basis.
Compliance is an integrated part of our daily procedures, our firm conforms to the Consumer Protection Code that regulate the Financial Services Industries of the State, ensuring highest standards of ethical practice. Our ethos is simple, we believe that by having our customers best interests at heart, we ensure our own business success. Conleith M. Quigley code of ethics.
Financial Brokers of the firm are awarded the Professional Certificate in Financial Advice by UCD – a 10 ECTS (European Credit Transfer and Accumulation System) qualification at level 7 of the National Framework of Qualifications and either the Accredited Product Adviser (APA) or gold-standard Qualified Financial Adviser (QFA) designation by the Life Insurance Association Ireland meeting the Central Bank’s Minimum Competency Code (MCC) requirements for selling and advising on retail financial products set out in the Code.
We do this by going through a comprehensive financial planning review process, knowing the consumer, gathering sufficient and relevant information about your income, financial assets, benefits and liabilities prior to offering, recommending, arranging or providing a product or service appropriate to you.
You can avail of a full Financial Review (fact-find) or just discuss a relevant area of interest. The level of information gathered will be appropriate to the nature and complexity of the product or service being sought by you, it will be to a level that allows the Financial Broker provide a professional service.
We compare you save, the Financial Review includes reviewing your existing financial products to see are they appropriate to your current needs or circumstances, to identify any improvements or cost saving opportunities that may exist.The review also includes determining your attitude to and capacity for investment risk associated with your current funds. Please bring all documentation / information on your existing financial products to our meeting when availing of a full Financial Review. It is necessary to get information that is as accurate as possible and up to date especially if that information is directly relevant to the advice that we may give you.
If discussing a relevant area of interest we will only seek information that is relevant to the nature and complexity of the product or service being sought by you. Without this information we are unable to progress to the next stage which is assessing suitability and making recommendations.
We act as your agent to research the best products and price. We can advise on a broad range of products from the leading life companies and mortgage providers in the Irish market whom we hold agency appointments with, or who we have access through our appointment with Brokers Ireland Network Services. The principal activities of the firm are provided on a "fair analysis of the market" basis.
Compliance is an integrated part of our daily procedures, our firm conforms to the Consumer Protection Code that regulate the Financial Services Industries of the State, ensuring highest standards of ethical practice. Our ethos is simple, we believe that by having our customers best interests at heart, we ensure our own business success. Conleith M. Quigley code of ethics.
Financial Brokers of the firm are awarded the Professional Certificate in Financial Advice by UCD – a 10 ECTS (European Credit Transfer and Accumulation System) qualification at level 7 of the National Framework of Qualifications and either the Accredited Product Adviser (APA) or gold-standard Qualified Financial Adviser (QFA) designation by the Life Insurance Association Ireland meeting the Central Bank’s Minimum Competency Code (MCC) requirements for selling and advising on retail financial products set out in the Code.
