The Proprietor, Mr Paul McGonigle, has worked since 1982 in the Financial Services industry. We deal with individual and corporate clients, advising on all aspects of taxation and financial planning. We specialise in retirement planning, helping you maximise your savings and investments and plan for the future. We offer truly independent advice and are proud of the services we provide clients. The cost of advice can be based on a fee or commission basis, however initial consultations will be free of charge.

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Our Services Report

We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments, speak to us to discuss your situation further. The Financial Conduct Authority does not regulate National Savings. There are many types of life assurance policies, all with different features and benefits.

Advice Process Report

We offer an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.

Our Fees Report

On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with your needs and objectives. There is no charge for this preliminary meeting and no obligation on either side.

Treating Customers Fairly Report

Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.

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