Our Services

Please click the following Terms of Business Letter 2018 to read our terms of business letter.

Within our team we have the following qualifications; Qualified Accountant (FCA), Tax Advisor (CTA), Qualified Financial Advisor (QFA) and Retirement Planning Advisor (RPA), all to assist you with finding the optimal solutions for your money both from an accounting perspective, and a financial one. We also have a panel of local Solicitors and Mortgage Advisors who we can refer you to should the need arise.

We can help you with the following services amongst others:-

  • UK Pensions
  • Business Compliance Services such as VAT returns, tax returns, year end accounts,.
  • Business Advisory Services including Revenue Audits and advice on employee remuneration packages including share schemes, pensions, benefits in kind  etc
  • Financial Planning including
    • Cashflow Forecasting (see below)
    • Family and Income Protection
    • Pension Advice
    • Investment Advice
    • Savings Advice
  • Inheritance Tax Planning
    • Small Gift Exemptions
    • Tax Efficient Will Structures
    • Section 72 Life Assurance for Inheritance Tax Planning
  • Personal Tax Returns
  • Mortgages – click here to open our mortgage page

Sample ‘Financial Planning’ Cash Flow Forecast

Sample ‘Financial Planning’ Cash Flow Forecast

If you would like to find out more about our financial cashflow forecasting and how it works, simply click here.

Consultation Fee

If you wish to meet with us for a consultation we charge a fee of €200 plus VAT. If there is  any follow on work required, we will provide you with a fee quotation in advance.

If you have a question about our services or to book a consultation, please click here to contact us