Corporate Services Case Studies

Below are Case Studies of some of our corporate clients which give you an idea of the value and benefit of our services. If you'd like to schedule a Free Consultation with us, we'd be delighted to meet with you. Please Contact Us with a convenient time and date.

Health Services Provider with 140 employees. Countrywide.

  • Established Group PRSA Pension Scheme and provided advice to individual employees
  • Directors Retirement Plans set up to maximise tax efficiency
  • Death In Service Benefit of 2 x Annual Salary for all employees
  • Employee Financial Advice Programme - provides staff with confidential personal Financial Advice

Financial Services Company with 50 employees. Countrywide.

  • Established Group PRSA Pension Scheme and provided advice to individual employees
  • Directors Retirement Plans reviewed and recommendations made
  • Death In Service Benefit of 3 x Annual Salary for all employees
  • Company Health Insurance Scheme providing excellent Hospital Cover
  • Employee Financial Advice Programme - provides staff with confidential personal Financial Advice

Industrial Company with 40 employees. Based in Dublin.

  • Established Group PRSA Pension Scheme and provided advice to individual employees
  • Death In Service Benefit of 2 x Annual Salary for all employees
  • Employee Financial Advice Programme - provides staff with confidential personal Financial Advice

Sole Trader

  • Pension & Tax advice - moved pension provider to save on charges & improve pension performance
  • Keyman Protection - pays a lump sum on death, protects the Sole Traders family.
  • Income Protection - pays a regular income should he be unable to work due to illness, disability or accident.