Why abm financial advisers

Why abm financial advisers?

Founded in 2004, abm financial advisers are a leading firm of independent financial advisers. The directors and staff of abm financial advisers provide expert financial and wealth management advice to individuals, professionals and businesses throughout Ireland, guided by three fundamental principles:

  • To deliver exceptional service
  • To be the most competitive in our field
  • To provide sound and impartial advice

abm financial advisers limited is regulated by the financial regulator as a Multi-Agency Intermediary authorised under the Investment Intermediaries Act, 1995. We offer access to 14 of the major financial service providers within the Irish market however the most discernable difference is in the quality of our advice, and the administration of our service: –


Independence

We are proud of our independence and view it as a significant asset to you. We can offer you the most competitive financial solutions because we are not tied to a particular agent or a limited range of products. Our independence allows us to focus on the important issues for you – integrity, cost and exceptional service. Our independence ensures that the advice you receive is in your best interest.

Lifetime Advisers

At abm financial advisers, our aim is to become your trusted lifetime advisers – to help you make the very most of your assets, whether privately or in business. The core element of our approach is results-orientated. We aim to equip both our private and corporate clients with both the information and services to manage their assets. We are committed to regular communication, such as yearly financial reviews in which we identify achievable financial goals, discuss realistic plans for attaining these goals, and provide you with our recommendations for success.

Keeping Pace

We strongly believe in technology as a strategic asset which is why we keep pace with industry changes in systems and technology. For individual clients, our reporting procedures and quotation systems are top of the range, providing you with an instant snapshot of market movements and reassuring you of the most competitive quote. For our corporate clients, we offer on-line access for employers and members, along with on-line messaging services and investment mail shots.

Our Reputation

Our reputation is our most valuable asset, built on the experience of our many satisfied clients. Our services are tailored to our client’s specific needs, utilising our resources and knowledge to deliver effective solutions. We regard each client with the respect and professionalism their valued custom deserves.

The Difference

Time – We recognise the time constraints on each of our clients so our solutions are tailor-made to be as efficient as possible, focussing on competitiveness and innovation.
Trust – Our clients are assured of reliability, confidentiality and honesty in all our business relationships.

Our Mission

To provide financial solutions for life – where one lives too long, dies too soon, or falls seriously ill in-between.