OUR SERVICES
The past few years have shown us just how unprepared many individuals and families were
when the unexpected struck. The COVID-19 pandemic disrupted incomes, drained savings,
and forced countless people to rethink their financial priorities almost overnight. Even today,
many are still rebuilding, reassessing their financial plans, and striving to create a stronger,
more secure foundation for the future.
As responsible financial advisers, our goal is to help you navigate this new landscape with
confidence. By providing clear guidance, tailored solutions, and practical strategies, we aim
to ensure you are better protected, better prepared, and better positioned for whatever life
may bring.
Our Team.
With a combined 65 years of experience in the Financial Services industry, our team brings deep expertise and personalised guidance to every client we serve. We specialise in Life & Disability Insurance, Pre- and Post-Retirement Planning, Wealth Management, and Estate & Legacy Planning, ensuring your financial well-being at every stage of life. From comprehensive life cover and car & household insurance, to strategic savings, investments, and retirement solutions, we tailor our advice to protect what matters most. We are also passionate about empowering others through employee wellness programmes and financial education workshops, helping individuals and businesses build a secure, resilient future. Our commitment is simple: professional, trusted, client-centred financial consulting that supports you, your family, and your legacy.
Clive Carney
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EXECUTIVE FINACIAL ADVISOR
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INDEPENDENT FINANCIAL COUNSELLOR
Allen Hargreaves
TRUSTED PROVIDERS
