Investment Bank/Securities Brokerage - Dublin 2, , IE
Compass Private Wealth specialises in delivering independent and sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland. We pride ourselves on being completely independent in all advices to our clients, emphasising transparency and integrity throughout the entire client relationship. Our services are as follows: - Investment Management & Asset Allocation - Pre-Retirement Pensions (Buy Out Bonds, SSASs, PRSAs) - Post-Retirement ARFs - Succession Planning & Protection Both Jonathan Sheahan and Kathleen O'Farrell are Qualified Financial Advisors (QFAs). Jonathan is also a fully qualified Certified Tax Advisor (CTA). While Compass Private Wealth does not advise directly on tax, our consideration of this area adds significant value to our clients. Our offices are based on City Quay, Dublin 2 and our website is www.CompassPrivateWealth.ie For more details contact us on info@CompassPrivateWealth.ie or 01-6852530
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