What another happy client says about us….
“I wandered into ‘The Wealth Shop’ by chance 3 months ago and met Caitriona. I had recently completed Probate on my late mother’s estate and needed some advice on how best to invest my inheritance and organise my finances. In this current financial climate I felt unsure where best to save my money to give me peace of mind and also plan ahead to my retirement while making the most of tax reliefs etc. We went through everything from utilities, bank accounts, savings, pension plan, life insurance over our next few meetings and, 3 months on and 2 Collector-General refunds later, I am less stressed and worried about my finances. I know I can contact Caitriona anytime about any financial concerns, in fact we plan to review things again later in the year. I am more than happy to recommend Caitriona and her colleagues in The Wealth Shop – my sister has also contacted her for confidential financial advice. EVERYONE SHOULD HAVE A ‘WEALTH CHECK’!! Look no further than ‘The Wealth Shop”.
Noreen Giblin