Our Professional Services team is dedicated to supporting those who work in law and accountancy firms, management consultancy and those within the barrister community. We offer a relationship-based proposition, providing services tailored to your needs.
Your banker will help you adapt to lifestyle changes, providing credit, banking and mortgage advice, while helping to maximise your returns. They’ll develop a bespoke financial plan for you, and establish a thorough understanding of your objectives, whether you’re planning for retirement, protecting your family, investing tax efficiently or passing on your wealth. In addition, they’ll carry out regular reviews to make sure plans have been adapted to complement your changing circumstances.
Dublin Head Office
32 Molesworth Street
Individuals and families
You’ll be designated your own advisor, who’ll provide you with access to a suite of services and products designed to help you achieve your goals. Your banker will work closely with you to gain an in-depth understanding of your circumstances in their entirety, not just your current investment portfolio.
They, along with our extensive team of Advisors and professional fiduciaries, will guide you through the thought process involved in wealth preservation. They’ll work with you to provide trust, tax and insurance solutions designed specifically for you and your family, bringing fresh perspectives, innovations and insights to your estate planning and wealth management.