- QFA
- Knocknacarra, Galway City
- 087 648 6081
FINANCIAL, TRAINING & CONSULTING
Get the right financial plan to make your future income last a lifetime.
We focus on advice - not products!
Make your financial life your best life
Arrange a Chat
Call : 087 648 6081
30+
YEARS OF EXPERIENCE
WHAT WE DO
What we’re good at
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- Financial Consulting
- Management
- Financial Analysis
BE HAPPY TO GET INSURANCE
We are Financial experts focussing on advice not products
Get the right financial plan to make your future income last a lifetime.
OUR SERVICES
What We Offer
We pride ourselves on our technical knowledge and ability and we have made significant investment in our analysis software. This is the key to aligning each of our client’s financial goals and dreams to their unique financial plan.
We are well known in the industry for our technical skill through our highly experienced technical team.
FINANCE SIMPLIFIED
Our Working Process
Our team of experts will guide you on how to manage your money through the creation and management of a financial plan to match your financial criteria and help you stay on track.
01
We Listen & Analyze
Answer a couple of questions, we'll provide accurate live quotes.
02
We Collaborate & Advise
Answer a couple of questions, we'll provide accurate live quotes.
03
We Guide
Answer a couple of questions, we'll provide accurate live quotes.
INVESTMENT MANAGEMENT
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FINANCIAL PLANNING
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TAX STRATEGIES
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SIMPLIFY
We use a simple five-step process
Understanding your individual financial circumstances, financial goals and dreams and your views on investment are critical to creating the right financial plan for you. We combine our industry renowned expertise, state-of-the-art leading analysis technology and global partner connections with Simplify – our 5 step process to create the best financial plan for you.
OUR TEAM MEMBER
Our Experienced Team
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James Caron
CEO / QFA
Linda Caron
QFA
Willie Henderson
FINANCIAL ADVISOR
SPEAK TO OUR ADVISORS
Simplify your financial future
We combine our industry renowned expertise, state-of-the-art leading analysis technology and global partner connections with Simplify – our 5 step process to create the best financial plan for you.
Arrange a Chat or Meeting >
CONTACT US ANYTIME
Call : 087 648 6081
DETAILED INFORMATION
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