As an executive and/or business owner you are focused on building a successful career/business. You potentially could manage your increasingly complex financial affairs but recognise that this not the best use of your time and resources.
You are looking for an experienced and professional adviser to oversee your financial affairs so as to maximise the benefit to you. This may include investments, pensions, financial planning, personal insurances, business insurances, debt, accounting and tax tailored to you and your families needs.
In addition, you often need tax planning around extracting wealth from your business or realising share options and managing single stock risk.
AT TFM we have used 20 years of best practices, learned from working in some of the most successful financial planning firms in the world to develop best in class solutions for our executives and busines owners.
We would love an opportunity to chat to you, to hear your story and see if we can make a real difference to your financial success. Contact Frank on frank@trinityfinancial.ie or 01 908 1236 to discuss.
