We welcome your enquiries and look forward to discussing how we can assist you
Whether you have questions about our services, want to discuss your financial goals, or simply wish to learn more about what we offer, our team is here to help. We respond to all enquiries within two business days.
Address:
45 Fitzwilliam Square
Dublin 2, D02 N578
Ireland
Email:
[email protected]
Business Hours:
Monday to Friday: 09:00 - 17:30
Saturday: By appointment only
Sunday: Closed
Our Dublin office is centrally located near St Stephen's Green. We recommend scheduling an appointment before visiting to ensure an advisor is available to meet with you. Walk-in enquiries are welcome but may be subject to availability.
We take every enquiry seriously and aim to provide thoughtful, helpful responses. Here is what you can expect when you contact us:
For existing clients requiring immediate assistance with ongoing advisory work, please reference your client number in your correspondence to expedite routing to your dedicated advisor.
No minimum is required for our educational workshops or trend reports. For consultation and analysis services, we work with clients across various portfolio sizes and tailor our recommendations accordingly.
Our services are priced on a flat-fee basis, displayed clearly on our services page. We do not charge percentage-based fees, commissions, or hidden costs. You know exactly what you will pay before engaging any service.
Absolutely. Our Wealth Building Workshop is specifically designed for those new to investing, and our consultation services accommodate all experience levels. We explain concepts clearly without assuming prior knowledge.
Yes. Send us an enquiry describing your situation and questions, and we will suggest which service might be most appropriate for your needs. There is no obligation, and this initial guidance is provided at no charge.