Our Expertise
A sample of what we will do for you as part of our MasterPlan™ Maintain Programme
- Invite you to consider your future priorities, timelines and objectives
- Define the outcomes we are working towards for you
- Build a specific and robust financial plan for you using our expertise, and cutting-edge financial forecasting tools
- We will tell you what is and what is not realistic, based on your own unique circumstances
- Highlight areas where you may improve your financial future
- When it benefits you we will implement the optimal investment or pension structures on an independent and secure platform
- We know what asset classes and structures provide real returns, and know which ones to avoid
- You will have total clarity on what we are doing, why we are doing it, and how it stands to benefit you
- We dislike unregulated advice and complex commission-led products – we are truly independent of any provider
- We don’t just talk about transparency and openness, we live it in everything we do with you (see Our Fees here)
- We pursue very cost effective investment approaches that have delivered the results needed. Likewise, we help you avoid costly fads and other threats to your long term investment success.
- You will have access to our combined expertise of over 70+ years with non-standard investment and pension planning (See Our Team here)
- As a MasterPlan client Paddy will be your sole advisor
- We will proactively arrange planning meetings with you each year and ensure that you are confident in your plan and achieving the outcomes you seek
- As a trusted partner we will help steer you towards a better financial future
