Personal Advisory Services
Home

"A Breath of Fresh Air in Financial Planning"


The firm was established in 2002 and has been trading since 2003.
We are an independent financial advisor focussed on providing sound financial advice to you (and your family).

The Principal of the firm is Frank D'Arcy who is a qualified Accountant (FCCA), member of the Institute of Taxation (AITI) and a Qualified Financial Advisor (QFA) with significant experience in the area of financial planning & control.

Our team also includes Fiona Basquil who holds a B.Comm and is also a Qualified Financial Advisor. Fiona has worked in Finance and tax, most recently with BDO.

Our product - LIFE AUDIT - will carry out a complete review of your financial health, identifying your needs, quantifying them, setting priorities and making recomendations.

Our services include the following:
  • Personal financial review : taking stock of your current position and helping you to put plans in place for the future
  • Life cover : ensuring that you have enough cover in place for you and your dependants
  • Specified Illness cover : it is 5 times more likely that you will develop a Specified Illness than die during your lifetime - so it is worth considering
  • Income protection : designed to provide you with an Income in the event of being unable to work due to Illness or Accident
  • Pension advice : options for Owners , Directors , Employees and Self employed
  • Savings & Investment advice : advice on how to start putting a few bob aside with as little as E100 a month to larger lump sum Investments. Reviewing options such as Shares , Property , Bonds and Deposit Accounts.
  • Mortgages : First Time Buyers , Re mortgage service for existing borrowers
  • Taxation : Assitance in reviewing and filing tax returns and ensuring all Tax reliefs such as Medical expenses , Pension , Income protection , Life cover etc are claimed

    More detailed information on all of the above areas is set out on the attached pages in this site.

    If you are looking for advice in any of the areas mentioned , contact us TODAY - don't put it on the long finger any more

    We hold Professional Indemnity insurance and contribute to the ICCL (Investor Compensation scheme) administered by the Financial Regulator
    Members of PIBA (Professional Insurance Brokers Association) and the LIA (Life Insurance Assocation)

    Frank D'Arcy trading as Personal Advisory Services is regulated by the Financial Regulator