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This directory is provided by Askaboutmoney to help you find an Authorised Advisor. The information is provided by the Authorised Advisors themselves and is not verified by us. Inclusion of an AA in this directory does not constitute a recommendation from Askaboutmoney. If you have a complaint about an AA, you should take it up directly with the AA in the first place and then with IFSRA.
| Name of firm: | AIC Limited |
| Names of partners or directors: | Paul Dunne, Michael Lacey |
| Address: | 16 Bridgecourt Office Park, Dublin 12 |
| Phone numbers: | (01) 465 9422 |
| Email Address: | allied@aic.ie |
| Website: | www.aic.ie |
| Qualifications of partners/directors: | C. Dip Pens, QFA, BA Mgmt, Dip IT |
| Background of partners and firm: | 20+ years pensions experience |
| Published articles: | See website |
| Professional memberships: | LIA, Irish Association of Pension Funds, IBA, Association of Pensioneer Trustees |
| General Insurance Broker? | No |
| Mortgage Broker? | Yes |
| Pensioneer Trustee? | Yes |
| Are you prepared to work on a fee only basis? | Yes |
| Hourly rate/Description of charges: | €200 Partner, €120 Consultant |
| Any specialist expertise or target market? | Setup and ongoing administration of Small Self Administered Pension Schemes for direct clients or clients of other Brokers or Accountants. Administration and Consultancy Services to company sponsored pension schemes. |
| Profile/Additional Information: | N/A |
| Name of firm: | Geraghty & Co. |
| Names of partners or directors: | Gerard Geraghty |
| Address: | Westport, Co. Mayo |
| Phone numbers: | (098) 28260, 087 205 6767 |
| Email Address: | ggeraghty@ireland.com |
| Website: | N/A |
| Qualifications of partners/directors: | QFA |
| Background of partners and firm: | Life industry for 22 years. Ex B.O.I. |
| Published articles: | N/A |
| Professional memberships: | L.I.A. member Insurance Institute of Ireland |
| General Insurance Broker? | No |
| Mortgage Broker? | No |
| Pensioneer Trustee? | No |
| Are you prepared to work on a fee only basis? | Yes. Fee is waived if Life Office pay introductory fee. |
| Hourly rate/Description of charges: | €150 per hour |
| Any specialist expertise or target market? | Cover all areas of life/pensions/investment market. |
| Profile/Additional Information: | I visit all clients and cover the whole country. The above €150 fee would typically cover an initial meeting and follow up report. |
| Name of firm: | Grant Thornton Financial Counselling Ltd |
| Names of partners or directors: | Brian Toolan, Conail Flynn, John K Woods, Paul Raleigh, Richard Leonard, Jimmy Murphy |
| Address: | 24/26 City Quay, Dublin 2 |
| Phone numbers: | (01) 680 5805 |
| Email Address: | btoolan@gt-irl.com |
| Website: | www.grantthorntonpfp.ie |
| Qualifications of partners/directors: | Brian Toolan BA FCA QFA FLIA FPC(RoI), Conail Flynn QFA |
| Background of partners and firm: | See website |
| Published articles: | N/A |
| Professional memberships: | Life Insurance Association, Insurance Institute of Ireland, IBA, PIBA, IAPF |
| General Insurance Broker? | No |
| Mortgage Broker? | No |
| Pensioneer Trustee? | No |
| Are you prepared to work on a fee only basis? | Yes |
| Hourly rate/Description of charges: | €300 per hour |
| Any specialist expertise or target market? | Planning at the point of Retirement, Lumpsum Investment, Inheritance Tax planning, Planning for Business Proprietors |
| Profile/Additional Information: | Wholly owned by Grant Thornton, Chartered Accountants. Offices in Limerick also. |
| Name of firm: | Moneywise |
| Names of partners or directors: | Owen Morton, Alan Morton, Richard Morton, Vincent Ferguson, Michael MacCaughey |
| Address: | 16 Fitzwilliam Square, Dublin 2 |
| Phone numbers: | (01) 678 8011 |
| Email Address: | alan@moneywise.ie |
| Website: | www.moneywise.ie |
| Qualifications of partners/directors: | Owen Morton FCII, Alan Morton MA PhD QFA Dip.Arb., Richard Morton BA LIAM(Dip) QFA |
| Background of partners and firm: | Owen is serving a 40 year apprenticeship in the business, with 30 of those as an independent adviser. Alan & Richard joined in the late 1990s to head up the next generation of Moneywise. |
| Published articles: | N/A |
| Professional memberships: | IBA, LIA |
| General Insurance Broker? | No |
| Mortgage Broker? | Yes |
| Pensioneer Trustee? | Yes |
| Are you prepared to work on a fee only basis? | Yes |
| Hourly rate/Description of charges: | €200 per hour/Commission splits |
| Any specialist expertise or target market? | Lump-Sum Investments & Pensions (pre & post-retirement); SSAPs; Group Pension Schemes (seeking transfers from poorly serviced schemes) |
| Profile/Additional Information: | N/A |
| Name of firm: | Victor O'Rourke (Insurances) Ltd |
| Names of partners or directors: | Victor O'Rourke, Wendy O'Rourke |
| Address: | 12 Sandford Road, Ranelagh, Dublin 6 |
| Phone numbers: | (01) 497 2191 (10 lines) |
| Email Address: | victororourke@vor.ie |
| Website: | N/A |
| Qualifications of partners/directors: | Chartered Insurance Broker A.C.I.I. |
| Background of partners and firm: | Firm trading since 1969. Victor O'Rourke 35 years in stockbroking and insurance. |
| Published articles: | N/A |
| Professional memberships: | IBA |
| General Insurance Broker? | Yes |
| Mortgage Broker? | Yes |
| Pensioneer Trustee? | No |
| Are you prepared to work on a fee only basis? | Yes |
| Hourly rate/Description of charges: | €75 per hour |
| Any specialist expertise or target market? | we deal in general insurance, life assurance and investments and mortgages. |
| Profile/Additional Information: | Our IFSRA Authorised Advisor registration number is 1665. |
| Name of firm: | Providence Finance Services Ltd |
| Names of partners or directors: | John Lowe, Patricia Fitzgerald |
| Address: | Providence House, 61 Lower Kilmacud Road, Stillorgan, Co. Dublin |
| Phone numbers: | (01) 278 5555 |
| Email Address: | info@providence.ie |
| Website: | www.providence.ie |
| Qualifications of partners/directors: | LIA, FIB |
| Background of partners and firm: | Financial |
| Published articles: | N/A |
| Professional memberships: | PIBA, IMAF, IBA, LIA |
| General Insurance Broker? | Yes |
| Mortgage Broker? | Yes |
| Pensioneer Trustee? | Yes |
| Are you prepared to work on a fee only basis? | Yes |
| Hourly rate/Description of charges: | N/A |
| Any specialist expertise or target market? | N/A |
| Profile/Additional Information: | N/A |
Page last updated - 30th May 2005 15:00 - email change requests to burgess7@eircom.net