As your consultant, we perform our duties as would your solicitor, accountant or tax advisor, providing you with research, advice and recommendations on all areas of finance including:
- Drafting business plans
- Negotiating with financial institutions on your behalf
- Review your existing portfolio
- Suggestions on how to rebalance or modify your investments
- Blueprint of overall financial investment strategy
- Understand your past and current financial difficulties and co-create a strategy for success.
- Act as a sounding-board for your major business and financial decisions.
All services are carried out to the highest ethical standards and in complete confidentiality.
If you’d like more information, please contact Sheila Cassidy on 044 933 0729 or email scassidy@ckfinancials.ie
We welcome the opportunity to evaluate any ideas you may have and look forward to doing business with you.
