How we deal with Direct Clients

Save for a handful of clients we launched our service with (mostly family and friends), we do not offer a direct service to clients. All clients must come through a Trustee, another Investment Firm or an Investment Intermediary.

If you do not have a relationship with an Independent Advisor or Independent Trustee (for self directed pension or post retirement products), or are looking to move your pensions from a PRSA or occupational pensions scheme into a self-directed pension, we can assist you in the selection of an appropriate independent advisor or trustee which will give you self directed options in the following categories of pre and post retirement products:

  • Small Self Administered Schemes (SSAS)
  • Self-Administered Personal Retirement Bond (Buy Out Bond)
  • Self-Administered Personal Pensions
  • Approved Retirement Funds (ARFs)
  • Approved Minimum Retirement Funds (AMRFs)
  • Self-Administered PRSAs