Business Description

We are a fee based personal financial planning business that specialises in investment planning as well as pre and post retirement planning. Our client bank has been built up over a 30 year period mainly by referrals from clients and is focused on knowing our clients goals first before doing a full analysis of their personal income, expenditure, assets and liabilities.

Eamon Porter is a leading financial planner in Ireland with previous leadership roles in the Life Insurance Association, the Irish Brokers Association and the Society of Financial Planners Ireland. He has also contributed on a regular basis to the Money column of the Sunday Times.