Why Choose Us?
Bartley Murray Cloney Financial Services team of Accountants, Tax Advisors & experienced Financial Advisors bring to the table a unique ability to work with a clients’ short and long term needs in mind.
We are very proud of the strong reputation we have built up over the years both as a team and individually. We take pride in the quality of our personal services and in the extensive range of services we provide.
Initially we will do a financial review with each client looking at your financial circumstances to-day & help you put together a plan for your future needs. We will be discussing, amongst other issues, factors such as planning for your retirement, educational needs, family life protection, replacing your income if you were unable to work due to illness or accident, business sucession planning, estate planning, tax planning & investments needs.
We fully understand that each clients needs are specific and we endeavour to provide the most up to date information and advice available for that particular clients individual needs, it is our policy to write to all our clients on a yearly basis giving them an option of reviewing their financial situation. Each client will receive a fully updated report of their existing business.
All our advisors will be completely independent and un-biased. We are not tied in any way to just one financial company; we are independent agents for all the leading companies in Ireland.
The Companies we are associated with are:
- Irish Life
- Eagle Star
- Hibernian life
- New Ireland
- Canada Life
- Standard Life
- Caledonian Life
- Friends First
- Insurety Ireland
- Liberty Asset management Ltd
- IIB Bank Ltd
- Permanent TSB
- BCP Asset Management