Charges

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.

What other business owners say

IQ Financial works with my best interests at heart
Peter Doyle
Client since 2013
Working with Enda means I can focus on the now, without having to worry about the future
Kevin Murphy
Client since 2013
IQ Financial works with my best interests at heart
Peter Doyle
Client since 2013
Working with Enda means I can focus on the now, without having to worry about the future
Kevin Murphy
Client since 2013

Read our reviews

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.

stuar jones
stuar jones
2023-02-08
Enda and the Team in IQ have always helped us with planning for the our future and are always on hand to offer advice and guidance in financial decisions
Shane Kelly
Shane Kelly
2023-02-03
The guys in IQ Financial have been advising us for a number of years in relation to all pensions, insurances we have. Excellent service, responsive, professional and friendly. Always at the end of the phone for advice and explain things in a very straightforward way. We look forward to continuing working together in the years to come.
Siobhan O'Connor
Siobhan O'Connor
2023-01-24
Very personal service. Enda listened well to what we wanted to achieve and provided information and advice that was easy to understand. The process was very straight forward.
Rory Conway
Rory Conway
2022-12-21
When I first though of setting up a pension I did not know where to start, after speaking with Enda in IQ I was sure I had made the right choice. Since then I have had IQ set up and look after all my financial management, from Income Protection, various Life Covers and down to Educational Savings plans, Enda and the Staff at IQ know their stuff, Keep information Clear and my mind at ease.
Tom Griffin
Tom Griffin
2022-12-08
We cannot recommend IQ Financial highly enough. Enda Brady and Arron McElligott provide us with excellent advice on all financial/investment matters. They take care to fully understand what our priorities are in the coming years and far into the future. You get a sense that all advice is tailored specifically with this in mind. Tom G.
David Price
David Price
2022-11-21
Clear practical and unbiased advice and great speed of response.
Felim O Connor
Felim O Connor
2022-11-09
The best professional advice. I have been with iQ Financial for many years and have always found Enda and his colleagues to be very professional. Their advice regarding my pension etc was excellent and I feel that I am in safe hands.
Peter Doyle
Peter Doyle
2022-11-06
IQ Financial have been helping me manage my financial affairs for ten yrs. I couldn’t recommend them highly enough. Five Star Service Their advice is always clear , consistent and practical.

Get in touch

Please contact our team if you have any questions or want more information about the services that we provide to business owners.
071 915 5560 clients@iqf.ie

50 John Street,
Sligo,
F91PP3X