Tel: 074 912 4366
57 Port Road, Letterkenny, Co. Donegal

Trump’s surprise victory

Donald Trump’s surprise victory in last week’s US presidential election sent shock waves around the world, especially because the polls...

Don’t be Horrid Henry!

‘Horrid Henry loved money.  He loved counting money. He loved holding money. He loved spending money. There was only one...

How will Brexit impact us?

With the recent uncertainty in the UK following Brexit, I’ve had a few queries again about the impact of the...

3 steps you can take to pay less tax this October!

With the 31st October tax deadline looming, I have summarised 3 key Financial Planning measures that can help you pay...

The All-Ireland Final, Investing and Financial Planning

Like many of us watching the All-Ireland final on Sunday, I was bewildered by not one, but two, own goals...

PLEASE, JUST STOP WITH THE EXCUSES AND DO YOURSELF AND YOUR FAMILY A FAVOUR!

‘It will never happen to me.’ ‘I’m in good health and I will take my chances.’ ‘I don’t think I...

Shona, I want to invest my money, but interest rates are very low at the moment. I won’t make much by putting it on deposit BUT I want to make sure that my capital is guaranteed. Where should I invest?

  Let me first start by explaining unit linked funds, which make up the vast majority of retail investment products....

Did you know that even if you have had a very serious illness like cancer in the past you may still be able to get life cover?

I was lucky enough to attend the JCI (Junior Chamber International) Ten Outstanding Young People of the Year awards in...

Shona, what happens to my pension when I die?

This is a frequent question with new clients who often wonder what will happen to their pension if they die...

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