We are an independently owned Financial Planning & Wealth Management firm, with the Company in operation since 2010. We specialise in providing financial planning and wealth management services to clients looking to plan and achieve their financial goals. Our clients consist of Companies, Executive Directors, Self Employed individuals & Private Investors.
We help our clients specifically in the areas of estate planning, personal investment and tax planning, as well as overall financial planning.
Ian Walsh has built an invaluable and high-quality background in financial advisory, which has allowed him to employ distinctive financial strategies.
For the past 18 years, he has been providing clients with high quality financial planning and wealth management services. He recently obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which is considered to be the world’s most prestigious financial planning qualification. Ian is also a member of the Financial Planning Standards Board (FPSB Ireland) and The Institute of Banking.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.