News & Articles

Protecting your bank deposits – A recent article from Investwise for thejournal.ie

I wrote this article for thejournal.ie over the weekend which I thought might be of interest: Read Article

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Secret Society of REAL Financial Advisors

Posted in News on 24th April 2013

We had the pleasure of meeting Carl Richards on Monday at one of our Society of Financial Planners events. Carl has a great 11 point checklist for defining a real financial advisor. They fit very well with my philosophy when working with clients. They are also a great tool to help you ask the right questions when […]

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Bank of Ireland Shares- To Buy or not to Buy?

I get a lot of queries from clients and friends about whether to buy Bank of Ireland Shares. I saw some excellent analysis today which gives the full argument from both sides on whether to buy or not. A quick summary of one interesting point below. If anyone wants the full analysis document, email us. […]

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Free Pension or Investment Fund Analysis – For February only

Free Pension or Investment Fund Analysis – For February only, No catch, No sales pressure and No obligation. Ever wonder how your investment / pension funds are performing, or wonder if you should move to another investment manager? We are offering our valuable analysis service free for the month of February. The service is a comprehensive independent assessment of the performance […]

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Interesting Test Level For Markets

Interesting test level for markets Markets have a great run over the past few weeks,  from 31st December when the US Congress resolved the short term Fiscal Cliff issues, to recent days where markets seem to have stalled. More importantly though, stock markets have been rising for almost 4 years now. I accept that this was […]

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