Honest financial advice that allows you to plan for & achieve all your financial goals!

FYI - We are also building this via a fun digital service - coming soon!

What is important to you?
To be most efficient in managing your money, no one financial decision should be considered in isolation, but as part of your complete picture!  

Your own home

Your own home

Do you want to own your own home, perhaps its a bigger home you seek.  By putting a plan in place you can map out what is possible and when and have clear direction as to how to achieve your goals.

Financially securing my family

Your loved ones

Should you pass on from this world while you have people financially dependent on you, you can ensure that they still live the life that you would like for them and are also not left with any financial loose ends from you.

Live your best life

Your lifestyle

Protect your lifestyle in the event of ill health and the resultant inability to work.  If you are unwell the last thing you need to add to the list is financial worries.

Career & Business

Your career

Have you found yourself on a career path that is not as fulfilling as you had hoped but feel trapped in the rat race?  A financial plan can be built around a career change, reduced hours, starting your own business etc.

Financial Freedom

Your financial security

Life's path is never linear, curve balls come from many directions and will most likely always unnerve you.  By building solid and complete plans you can be resilient against financial shocks.  You may perceive that you have no financial dependents - but at the minimum you are financially dependent on yourself.

Impact investing

Your impact

Do you know that by directing some or all of your (pension) investment assets towards strategies with high Environmental, Social and Governance (ESG) principles that you can be part of the solution yet still enjoy returns in line with your investment preferences.

How can we help you?

We start by understanding you; your goals, what you want to achieve and when starting from where you are now. 

 

Using a concept first cashflow planning approach, we build a complete and comprehensive plan on ways you might achieve your goals, running a number of scenarios to find the most efficient solution.

Using our in-house proprietary analysis we search the market to find the best-in-class solutions, which complement your existing holdings, acknowledging that our clients may enjoy a number of financial services. 

 

Our focus is on building life long client loyalty through best advice and continual regular reviews.

How to be good with money
Aviva Life and Pensions

Aviva offers a comprehensive range of insurance policies including pensions, protection plans and savings & investment products.

  • Plan to be a Net Zero carbon emissions company by 2040.

  • 18 million customers in three core markets (UK, Canada, Ireland).

  • Each year Aviva pay out €30.6 billion in claims and benefits across all their markets.

Irish Life Assurance

Irish Life Assurance plc is a subsidiary of the Irish Life Group Ltd and is one of Ireland’s leading life and pensions companies.

 

  • Irish Life has been part of the Great-West Lifeco group of companies since 2013.

  • Over 1.3 million customers in Ireland.

  • In 2021, Irish Life paid €281.2m for 6,847 plans. That's, on average, over €5m each week.

New Ireland Assurance

New Ireland Assurance Company was the first wholly Irish owned life assurance company to transact business in Ireland. They provide life assurance, pensions and investment solutions.

  • New Ireland Assurance is part of the Bank of Ireland Group.

  • Funds under management €18.8bn (December 2020).

  • 580,000+ customer contracts.

Our trusted partners
We work with the top life assurance companies in Ireland to provide a complete suite of financial solutions from life assurance right through to investments and pensions.  All of our client monies are held directly with these financial partners with SproutPlans never holding any client monies.
Each of the providers who supports investment works with world renowned fund managers to provide global standard solutions.

royal london_edited.jpg

Based in Dublin, Royal London is a fully owned subsidiary of The Royal London Mutual Society Limited, the largest mutual life, pensions and investment company in the UK.

 

Royal London provides protection products through Financial Brokers across Ireland.

  • Group businesses provide around 8.8 million policies.

  • Group businesses employ over 4,000 people.

  • 99.6% of claims paid in 2020 amounting to over €680m.

Standard Life Investments and Pensions

Standard Life is part of the Phoenix Group - the UK's largest long-term savings and retirement business.

Standard Life provides Pension, Investment and Savings policies through Financial Brokers.

  • Group businesses support c.13m customers across six brands.

  • Group assets under administration of GBP£310bn as at 31 December 2021.

Zurich Life Cover Pensions Investments

Zurich Life is one of Ireland's most successful life insurance companies, offering a full range of Pension, Investment and Protection products. 

  • Part of the Zurich Insurance Group, group employs 56,000 across 210 countries with over 1,000 employed in Ireland (Dublin and Wexford).

  • Investment Team manages funds of c.€32bn (31 December 2021).

  • €53.9 m paid out in death claims and €17.9m in serious illness claims in 2021.

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