Fees
Fair, transparent fees
We are committed to transparency across all areas, and this includes the way we structure and disclose our fees. At the start of our relationship together, during the Discovery Meeting, we will set out exactly what we charge so there are no hidden surprises. Ultimately, you are paying for our insight and expertise as not only financial planners but business owners ourselves.
Our services include the following
A financial plan that helps you take control of your future and puts you and your family first
Advice on how to build personal wealth from your business and maximise the use of your personal income
A professional investment management service to ensure you meet your long-term goals
Help with estate planning so you have the financial freedom to look back and know you made the right decisions
Business sale planning in conjunction with your other professional advisers.
A lifelong alliance
We want to cement a long-term, trusted relationship with you, which means our service continues even after implementation. We schedule future planning meetings once a year so we can catch up with where you are and check that your plans are still in line with your goals. We continue to work with you in retirement to ensure that your finances are managed in a way that allows you to do the things that are most important to you.
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As you can see, our clients believe in our work and have taken the time to leave feedback. Here are just a handful of our recent reviews – we’re delighted to positively impact the lives of others.
Get in touch
Free Webinar: Pensions & Tax - A Business Owners' Masterclass Co-hosted by Enda Brady, CFP® & Pat Ryan
Wednesday, September 30th 10 am
Co-hosted with Pat Ryan, Pensions Technical Consultant & Founder, Pat Ryan Pensions Limited
Reduce Tax. Build Wealth. Protect Your Family’s Future.
Join Enda Brady and Pat Ryan for a free 30-minute practical webinar designed for business owners, company directors and self-employed professionals who want to maximise pension opportunities, improve tax efficiency and build long-term wealth.
What You’ll Learn
- How to use pension contributions to extract wealth from your business tax-efficiently
- How to reduce Income Tax and Corporation Tax
- Pension planning opportunities for the self-employed
- State Pension entitlements and PRSI considerations
- Understanding the Pension Cap and Chargeable Excess Tax
- The differences between PRSAs, Master Trusts and other pensions
- Tax-efficient retirement income options
- What happens to your pension when you die
Live Q&A: Get Your Questions Answered
The biggest advantage of attending live is the opportunity to ask your own questions.
As part of the webinar, we’ll host a live Q&A session where you can get practical guidance on pension contributions, tax reliefs, retirement options and your own circumstances.
A recording can provide information. Only the live webinar allows you to have your questions answered in real time.
When?
The webinar will take place at 10:00 am on Wednesday 30 September .
It’ll last for 30 minutes, including time to ensure we answer everyone’s questions.