We will consider adverse impacts of investment decisions on sustainability factors in our investment and insurance-based Investment advice.
We will gather your preferences of Sustainable Investing and build them into our Statement of Suitability for you. Ultimately, it is the Product Producers we have agencies with that build the Investment Products we advise on, and it will be their documentation we are relying on when advising you on Sustainable investments.
All information re Sustainable Finance Disclosures will be adhered to by the Product Producers and their brochures and documents will outline their disclosures
I have had business dealings with Sean Kerins over the last 15 months and in that time I have found him to be professional, reliable and very approachable. I have been impressed with the speed and consistency with which Sean has followed up on any queries I have had or commitments that he may have made to me.
I have also been impressed with the time he has been willing to give me to go through in detail any queries I may have had. He has also made it much easier for me to get my affairs in order by willing to meet me in the evenings and not just during office hours which has meant that I have not had to take off time from my own work. Based on my experience, I would have no difficulty in recommending Sean.
Alan Lynch, Financial Controller, Woodlands House Hotel