Squirrel Investing 

What makes Squirrel different?

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Martin has extensive experience in financial services. He has worked as an Investment Manager with Generali Investments; been a tax adviser and accountant. He is a Chartered Accountant and is a Member of the Irish Pensions Management Institute.

The combination of experience of managing pension assets and advising clients as a Chartered accountant is quite unique in the Irish market place.
 

The key benefits which differentiate us are:

 

• Independent advice - We give impartial advice thus differentiating ourselves from the tied agents, banks and pension product manufacturers.

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• We approach retirement planning in a practical way, which seeks proper diversification of a client's total assets, (as proven in Swedish studies) and aims to avoid multiple investment exposures to the same economy, industry, or other factors.

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A “holistic” approach to Retirement Planning that looks at the individuals lifetime earnings streams and properly diversifies around from those income-producing assets

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• Proper attention to the customers’ needs and assistance to help them find a solution.

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• A lifetime approach to pre-retirement and post-retirement saving.

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A “lifetime approach”, includes not only investment to retirement but also through retirement. A criticism of the Insurance industry is that it gets you to retirement and then forgets you. We will guide people through retirement.

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• “Nobody is too small”. We work with small to middle size companies which are too small for the Retirement Planning Council. (Note: The Retirement planning council do not publish any documents online for public access and are aimed at the corporate market)

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• “One Stop Shop”. We offer a range of services from Accounting/Taxation to Financial Advice, which specialist Investment/Pension Advisers or Chartered Accountants can rarely achieve.

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• Greater knowledge of Global asset markets than most Irish insurance/bank advisors

We offer a unique expertise in terms of asset management experience.

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• We have over a decade of experience of working in Europe, e.g. Germany (fluent German)

and can deal comfortably with European companies and individuals.

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• We have an active interest in the promotion of individual well-being and healthy retirement for individuals and encourage people to engage in social and healthy activities

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Squirrel’s Principal is a member of the IIPM Institute, which means that the business is informed of the latest pension developments and maintains knowledge through cpd training. We will keep our clients informed on current developments through our written blogs on the Squirrel website.

Clients have the assurance that Squirrel Investing is licensed by the Central Bank and that the business owner is a member of both the IIPM and CA institutes and is an ex-fund manager with an in depth knowledge of financial markets and the financial services industry.