You take care of your business.
We’ll take care of you.
Personal financial advisors to hard working business owners
We Understand
As business owners ourselves, we understand the many pressures that come with starting, growing and keeping a business afloat. We also know that for many hard working business owners, their business often by default becomes their financial nest egg. We are passionate about ensuring the hard work business owners put into building their business bares fruit and provides for the lifestyle they deserve. At Mount Street, we work hard on your finances so you can remain focussed on your business.
01 — Pensions Advice
Where you have 500 employees, 20 employees or indeed run your business with your life partner or on your own we will advise you as to which type of pension structure (group scheme, PRSA, executive pension plan etc) is the most appropriate. We can also provide trustee services, structure life assurance and income protection benefits and advice on which provider is most suited to you Zurich, Irish Life, Standard Life, Newcourt, Aviva, Newcourt or indeed a combination.
02 — Wealth Management
Wealth preservation has been at the forefront of many investors’ goals for a number of years. People tend to invest with the aim of growing their wealth. In recent years there has been more of a focus on protecting your wealth. We believe that an individual’s circumstances, combined with future goals and requirements will guide how you should invest your money and it is our job to analyse and implement the most suitable strategy based on your circumstances. We are here to help you understand how an investment portfolio can work for you and will show you how we can build an appropriate portfolio of diverse assets that will work hard for you over the years ahead.
03 — Tailored Financial Advice
For those with historical losses that they wish to offset, or who would like to build into their portfolio the option of being able to offset future losses, we have access to Capital Gains Tax portfolios. These can be accessed directly through a stock broking account or via a model portfolio. Please contact us for further information.
“Marie patiently walked us through every aspect of our finances providing us with an invaluable picture of what we would need to save for retirement and more importantly how to achieve it.”