About Us

We specialise in providing independent, impartial financial advice to both individual and corporate clients. Our important mix of experience and professionalism ensures that the financial solutions we provide are well researched and solidly built from fully understanding our client needs. Our office is based in Dublin Rd, Tuam Co. Galway where Pat has been based since 1976.

Pat Hardiman - Managing Director

Managing Director, Pat Hardiman, has been operating in the life and pensions market for 35 years during which he has earned the trust of his loyal clients by putting their interests first with honest independent advice. Experience, knowledge and trust are the key qualities Pat shows when dealing with clients.

 

 

Daniel Hardiman – Financial Planning Consultant

Daniel’s arrival ensures our advisory service has an important mix of experience and cutting edge knowledge. Daniel achieved a BA degree in Corporate Law from NUIG and qualified as a Chartered Accountant in Ernst and Young’s Financial Services Department where he was involved in auditing some of the world’s largest investment funds. He subsequently went on to work for Zurich Life in the New Business Department where he obtained his Qualified Financial Advisor status.

 

Why Choose us?

 

Experience and Qualifications

We have extensive experience in the financial services industry with in-depth knowledge of the pensions, life and investments market.

Investment Knowledge

We regularly review investment funds and products available in the market through our investment research tools. We have a clear appreciation of the risk level of each fund which we advise on prior to investment.

 

Quality of Our Advice

We listen to our clients to ensure we understand their financial circumstances and financial priorities thoroughly so that we can tailor our advice accordingly. We will provide clear recommendations to our clients in writing.

Trust

Since the company’s inception in 1976 we have always acted with integrity and have earned the trust of our loyal client base over this time span.