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Here you’ll find the latest news and our library of short videos. They’ll give you an introduction to the key things you might need to think about, how we approach our work, why we believe in our investment philosophy and how we’ll help you to reach your goals.
Team Spotlight: Cian Callaghan, Head of Financial Planning
A great team is like a bus, it… wait a minute, that’s a rubbish metaphor. Let’s start again. A … Continued
10. For once, the buck doesn’t stop with you (not just you anyway) | 10 tips to take care of your future, while you’re taking care of business
“The lightning spark of thought generated in the solitary mind awakens its likeness in another mind.” – Thomas Carlyle … Continued
9. Never Stop Planning | 10 tips to take care of your future, while you’re taking care of business
We said we’d come back to planning, so here we are. Planning isn’t a one-time thing. If 20 press-ups were … Continued
8. The problem with “My business is my pension” | 10 tips to take care of your future, while you’re taking care of business
If you recognise that idea, don’t feel guilty, it’s common among business owners. As you work hard to build your … Continued
A Very Irish Christmas Gifting Guide
Okay okay, we know that plenty of you will curse us for using the C-word in November. But trust us, … Continued
Team spotlight: Paddy Andrews, Private Client Manager
Second lockdown isn’t so fun, but making a fuss of our exceptional team is. We work side-by-side, day-in day-out, but … Continued
7. Beware the creeping threat of costs | 10 tips to take care of your future, while you’re taking care of business
To build long-term wealth you need an instrument that can track the global stock market. You also need a great … Continued
What makes an investment philosophy?
What constitutes a philosophy? It’s a philosophical question in itself, but I ask because it’s a term that’s thrown around … Continued
6. Stick to your investment plan | 10 tips to take care of your future, while you’re taking care of business
There’s a reason our motto is Stick With The Plan. Once you’ve got a planned track, deviation from it will … Continued
You Won’t Believe Which Stock Outperformed in Q3 2020!
This month we were delighted to be asked back again to write a piece for The Sunday Times. This time … Continued
5. Expect setbacks to happen | 10 tips to take care of your future, while you’re taking care of business
Your business is valuable, but your life is valuable too. And just as you would build in contingency to your … Continued
4. Look ahead, then look further | 10 tips to take care of your future, while you’re taking care of business
It’s true we can’t see the future – not the long-term future anyway. You can take a good guess at … Continued
Spotlight on Paddy O’Halloran, Financial Controller
It’s the last day of September, and aside from being the day the big ship sails it’s also the day … Continued
3. Get organised | 10 tips to take care of your future, while you’re taking care of business
It’s true that running your own show takes a lot of time and effort, and it’s definitely something to take … Continued
2. Plan like you mean it | 10 tips to take care of your future, while you’re taking care of business
In a guide for business owners written by Metis Ireland, it’s a safe bet that the subject of planning will … Continued
1. What does the rest of your life look like? | 10 tips to take care of your future, while you’re taking care of business
While you’re taking care of business, are you taking care of you? As much as ‘you’ and ‘the business’ may … Continued
10 tips to take care of your future, while you’re taking care of business
Being a business owner can feel more like a personal definition than a vocation sometimes – “I own, therefore I … Continued
Spotlight on Amy Horgan, Private Client Manager
Every professional we hire, every person, is committed to helping you to understand your unique financial picture and grasp what … Continued
Tom Tierney’s five lessons for business success
In our recent virtual coffee meet we heard Tom Tierney’s fascinating story from a lifetime in business. It’s April … Continued
