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FAQs
Our most frequently asked questions below will help you find some information that you are searching for. If you still have questions, get in touch.
Where are meetings held?
Meetings are held from our comfortable offices at 38/39 Fitzwilliam Square West, Dublin 2, D02 NX53.
We are also happy to hold meetings at your home or remotely via Zoom or Teams, depending on your preference.
Do you have parking?
On-street parking is available nearby, but we do not have a dedicated client car park.
Do I have to pay for an initial meeting?
No, initial meetings are always held at our expense while we get to know each other and decide if we’re a good fit.
What do I need to bring to an initial meeting?
It’s helpful to bring along details of any current investments, savings and pensions you have.
How long should I allow for an initial meeting?
Initial meetings typically last around an hour.
Do I have to sign up to your services at our initial meeting?
No, we encourage you to take your time and will never pressure you into making a decision about whether to continue your journey with us at your first meeting.
How can I book an initial meeting?
You can contact us via email, telephone or direct message.
Are you regulated?
Yes, we are regulated by the Central Bank of Ireland. You can view our profile here.
Can you advise on final salary / defined benefit transfers?
Yes, we can. It is important to only seek advice on these specific types of pensions from advisers who hold the relevant qualifications. Advisers within our practice are qualified to offer advice on final salary / defined benefit pensions.
What happens if my Financial Planner is away on holiday?
We always ensure that another member of our team is qualified to assist you and knowledgeable about your case when your adviser is not available.
Do you take a percentage or are your fees fixed?
Our fee structure includes a mix of both fixed fees and a percentage of managed assets. We will discuss fees with you at our first meeting and present you with a copy of our full, transparent fee structure as part of our Terms of Business. See Our fee philosophy page for more details on our approach to fees.
Do you get commission?
We do get commission on certain products. We will always make you aware when this is the case.
Do you charge VAT?
Yes, VAT is charged on our fees.