has several key members who are expert financial advisors and planners. The standard required (in our firm – not every company has this policy) is that our advisor must have their QFA Diploma (Qualified Financial Advisor). However, many of our advisors have more than that, be it degrees, diplomas or certificates from Universities, as well as industry standard qualifications like the Mortgage Diploma and Compliance (financial) Certificate.

Karl Deeter heads up our advisory services, you can often hear him on the national airwaves or in national press and television commenting on mortgages, personal finance or the economy, our press mentions are here.

Our advisors are highly trained experts who can help our clients plan out their financial future giving the best chances of success.

Karl Deeter


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Contact Details

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What Our Customers Say

Here are some of the things our clients have had to say about us:

Here are some of the things our clients have had to say about us: “I have dealt with the people in this company for many years in relation to news stories I break, and in getting precise details for consumers for personal finance stories in The Irish Independent. The company is single minded when it comes to getting the best”
Charlie Weston Personal Finance Editor with The Irish Independent newspaper
‘Dealing with is like having the financial team we could never find or afford to hire in-house, they have really saved us in accountancy and financial areas, because the money side of things is not my strong point’
L. Hanafin Director Dublin 3
‘I like the fact that you hear Karl on the radio but then you can also see him in the office, he’s nationally recognized for a reason, and it’s comforting to know that you have one of the best advisors in the country at the end of the phone or in person when you need him’.
E. Jones Sole Trader Malahide
‘Before I was dealing with Shay I didn’t have an ‘accountant’ I had a person who had qualified in accountancy, what he adds to my business is financial literacy and good financial common sense, he does this without sacrificing the nuts and bolts of accountancy as well’.
N. Quinlivan Director Limerick