About Our Firm
We are one of the most trusted Financial Services firms in the region, composed entirely of seasoned financial advisors and compliance staff who love their work. We know what it takes to build and present a solid and compelling case, for each range of investment opportunities and that’s exactly what we do. Vigorously and earnestly, we tackle the most complex financial challenges and we pursue your goals with creativity and determination.
With nationwide service, we offer sophisticated financial Services representation to businesses and individuals from coast to coast. Our highly trained and obliging staff are the best in their fields, providing optimal solutions for our clients.
Our mission
Our mission is to provide each and every Client with bespoke financial advice in a timely and efficient manner. We handle every Client's needs with individual accountability and courteous responsiveness. Each of our investment team is dedicated to focusing on the Financial planning, Compliance and General Data Protection Regulation (GDPR) aspects of your business, so that you can focus on your personal success. Our mission is based on the values we hold true: integrity, service and excellence.
Con's Bio
With more than 30 years of experience serving clients nationwide, our team is dedicated to help our clients and our community.
Con BrosnanB.A. (Hons), Q.F.A., C.T.G.
Con, the founder of the business, is the Senior Financial Consultant. Having a background with Irish life in the eighties, he became Consultant of the Year for Zurich Life, before becoming an approved and regulated Investment Intermediary in his own company. He has extensive understanding in all aspects of Pensions and Investments, and is greatly trusted by clients and the industry alike.
