Some financial firms in Ireland can make it difficult to work out precisely what you are paying for when it comes to your financial management fees.
Are there hidden costs you are unaware of?
Do you know the difference between an annual management charge (AMC) and an ongoing charges figure (OCF)?
If you’re unsure of the answers to these questions, you may end up paying unnecessary fees over your lifetime. This can have a huge impact on your retirement and your family’s wealth over time.
As one of Ireland’s only fee-only financial advice firms, we adopt a fairer fee model. After all, our core focus is on our relationship with our clients – not with their wealth.
To ensure you’re not paying over the odds, we deduct expensive excess costs such as:
We believe in total transparency when it comes to our clients and our fees. In fact, this is what we pride ourselves on. To ensure we achieve this, our fee breakdown is straightforward and accessible.
We provide:
Our fairer fees allow you to focus on what matters most, safe in the knowledge that your retirement lifestyle won’t be impacted by excess and unnecessary charges.