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We at Rory McCoy & Co are authorized by the Institute of Chartered Accountants
in Ireland to carry on Investment Business. We provide a holistic approach to financial advice.
At Rory McCoy & Co we also give assistance on key aspects of wealth management such as:
- Financial planning
- Pensions and retirement planning
- Succession and estate planning
- Protection strategies
- Investment strategy
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Planning is central to our service offering.
We conduct a review of your personal finances and provide a "net worth statement,"
which provides a logical basis to formulate a financial plan that is appropriate to
your current circumstances and your aspirations.
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We advise on tax-effective funding for retirement.
If you prefer to create and control your own pension investments directly,
we can advise on how to set up a tax effective self-administered or self-directed scheme.
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Experience shows that many people fail to protect themselves from
unexpected events such as illness or death. Our experts can also advise on how
to protect your income, your wealth and your business, in a cost-effective way.
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We advise on basic investment strategies, appropriate to your circumstances,
risk profile and objectives. We also present clients with unique investment opportunities,
which we believe to be suitable to their needs and circumstances.
Such opportunities occur irregularly and are only presented to specific clients who we believe
will have an interest and who we believe are suitable for such an opportunity.
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