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Financial Planning and Wealth Management

At Anne Brady McQuillans DFK we believe that clients deserve independent, expert advice which focuses on their individual financial needs and goals.

Our Financial Planning services includes reviewing your current financial and tax circumstances, advising ways to better your financial situation, ways to reduce your tax bill and uncovering rebates due to you, advantages to relocating to a more favourable business climate and retirement planning.

Wealth management means taking care of the unique needs of affluent clients, their families and their businesses as part of a long-term, consultative relationship.

The area is now a huge focus in the Irish market.

We aim to provide simple independent advice regarding the following:

  • Wealth Creation - Investment opportunities, Property Investment, Savings Plans etc - With whom and Why?
  • Wealth Management - Managing a clients lending portfolio, reducing tax liabilities through Pensions, Business Expansion Schemes etc.
  • Wealth Protection - ‘Building a fence around ones finances’ - Shareholder Protection / Keyman Insurance etc.
  • Wealth Transfer - CAT planning and company exit Strategies.

These 4 factors/phases encompass every individuals circumstances and every individual passes through each of these key phases.

We focus on the advice not the products from the outset.

For further information on any of the above please contact Niall Grant on +353 1 478 6600 ngrant@annebrady.ie