Advocate Financial Services was established in 2003 in Kilkenny City by Sylvia Campion and Micheal Kelly. Their objective then, as now, was to provide unbiased financial planning advice to clients whether they be owner managers, directors, employees or professionals. Over the years the business has evolved to a full service financial planning consultancy with a large client following. Dermot Hoare joined Micheál and Sylvia in 2012 as a partner in the business. We have access to the main life companies and also selected niche players who help us to facilitate the broad range of financial planning needs that our clients have.
Our ethos is all about you – whether you are taking care of your personal financial planning or making plans for your business, we ensure that your needs, today and in the future, are taken care of and we use the best of breed products to ensure that happens.
We are not tied to any one provider which enables us to give you unbiased guidance and become your buying partner when selecting the right product or structure to facilitate your financial planning needs. We build a relationship with you to ensure that your planning is reviewed and tweaked as and when the need arises.
We take our service proposition to you very seriously and that is borne out by the fact that our clients become our Advocates by regularly sending friends, family and work colleagues to us for advice and guidance.
Call us today to talk about how we can help you to plan your financial future.