Why us
Award-winning expertise recognised
Over the years, we’ve been nominated for various awards — but in 2024 and most recently in 2025, we were honoured to be one of just six advisers nationwide shortlisted for Pension Broker/Financial Adviser of the Year at the Irish Pension Awards. This recognition highlights the positive impact our work has on business owners and their families. Organised by European Pensions, the awards celebrate excellence across the Irish financial services sector.
In February 2025, our business growth was also recognised closer to home when we were shortlisted for the Local Enterprise Office Excellence Award by Sligo Chamber of Commerce. This award acknowledges businesses demonstrating strong growth potential and future employment, particularly those supported by the Local Enterprise Office in Sligo. We’re proud to see our progress and commitment to clients reflected in these achievements.
People who share your vision
We work with business owners who are beginning to think about retirement which may include the sale of your business. Focusing on business owners has helped us to develop an excellent understanding of the challenges you face and the opportunities that exist to strengthen your financial position. It also allows us to work with a small number of business owners and truly give you our undivided attention.
Being business owners ourselves, we have years of experience running a company and understand how you can benefit from our help.
A professional but personal approach
Being a small firm allows us to have a personal relationship with you. Teamwork is paramount to how we operate, and we will ensure you have more than one contact in the firm and that someone will always be on hand to answer your queries. With more than 50 years of experience between us, we combine our expertise and resources to best serve you.
Long-term value guaranteed
We hope that you will be with us for life and we will cement ourselves as your trusted financial planner. We don’t do one-off transactions. We do things differently and practice lifestyle financial planning, which means the focus is on you and your goals, what matters most, rather than financial products. We’re fairly unique in the way we work, and business owners across Ireland are benefitting from the bespoke service we provide.
Solutions spoken in your language
Transparency is the key to building trust. We never keep secrets and will always tell you the truth, even if it’s not what you might want to hear. We’re also completely open about the fees we charge from our first meeting together, so there are never any surprises. We will also outline our investment principles and explain in plain English how we can help you make smart long-term investment decisions.
Get in touch
Expert Strategies to Sell or Exit Your Business with Confidence - Delivered with Paul Cantwell, Cantwell Corporate Finance
Wednesday 25 February. 10 am
Are you thinking about exiting your business — now or in the next few years?
For business owners, deciding when and how to sell or exit is one of the most important financial decisions you’ll ever make. Done well, it can secure your future. Done poorly, it can cost you dearly.
Join us for this free, practical webinar, where we’ll share clear, real-world strategies to help you plan your exit with confidence.
What will you learn?
During this session, we’ll cover:
- A real-life case study with key lessons from a recent sale
- Exit strategies suited to different types of businesses
- How to prepare your business for a smoother, more successful sale or transition.
Who should attend?
This webinar is ideal for business owners who:
- Are considering selling their business in the next 3–5 years
- Want to be fully prepared for the sales process
- Aim to maximise value and avoid costly, common mistakes.
When?
The webinar will take place at 10:00 am on Wednesday 25 February.
It’ll last for 30 minutes, including time to ensure we answer everyone’s questions.