our key responsibilities

Provide Advice
  • We offer informed advice to consumers on retail financial products.
  • Our guidance helps clients make well-informed decisions.
Arrange Financial Products
  • We arrange or offer to arrange retail financial products for consumers.
  • This involves facilitating transactions and ensuring suitability.
Compliance and Integrity
  • We maintain strong management, internal control, and compliance procedures.
  • Our team operates with integrity and competence at all levels.

Meet Our Team of Experts

Michelle Murray APA

Michelle is a seasoned professional in the insurance industry, having dedicated over two decades to her craft. Hailing from the picturesque county of Monaghan, she navigated the complex world of policies, claims, and risk assessments with finesse. Her clients revered her for the personalized attention she provided, always going the extra mile to ensure their peace of mind.
As a seasoned financial advisor based in Cavan, she has been a guiding light for her clients’ financial well-being. Let me share her story:
Her journey began with a passion for numbers and a heart for people. Armed with a degree in finance, Michelle joined a local advisory firm where she trained and worked for many years. Her clients soon discovered that she wasn’t just about spreadsheets and investment portfolios; she was their confidante, their financial compass.
Michelle’s reputation grew. She became the go-to advisor for business owners, young families, and retirees alike. Her secret? Listening. She didn’t prescribe solutions; she co-created them.
But it wasn’t all numbers. Michelle believed in holistic financial health. She encouraged clients to embrace life insurance, not as a grim necessity, but as a legacy of love. She’d say, “Your policy isn’t just about payouts; it’s about protecting dreams.”

Eugene Towey APA QFA

Eugene is a seasoned financial advisor from the picturesque county of Roscommon. Armed with a hard earned degree in finance through Griffith College, he stepped into the world of financial advisory in 2011.
Before finance, Eugene had wore the hard hats and worked in construction for many years.But numbers called to him—the allure of compound interest, risk management, and retirement planning. He traded his steel-toed boots for polished shoes and embarked on a new chapter. In 2011 Eugene leaned towards the world of finance and later earned his Qualified Financial Advisor (APA QFA) designation.
Coming from a farming back ground, In his youth, he’d worked the land, tilling soil and minded the livestock.
When Eugene stepped into the financial world, he brought that earthy wisdom with him. His clients weren’t just account numbers; they were stories waiting to unfold.
As the years flowed, Eugene’s legacy has grown. His clients now refer friends and family members and this is a reflection of how he works with and treats his clients with the upmost professionalism and conducts all business dealing in a clear and transparent manner.