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TAX EFFECTIVE ESTATE PLANNING

The carefully planned transfer of assets and estates to the next generation is ...
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PROVIDING FOR A DESERVED STANDARD OF LIVING IN RETIREMENT

Planning for retirement is a career long process that is greatly attractive due to the tax breaks ...
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INVESTMENT PORTFOLIO CREATION & MANAGEMENT

City Life Wealth Advisors has been in business for over 36 years. Many of our clients have…
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WEALTH CREATION AND INCOME PROTECTION

Wealth advice can be just as important for those early on in their careers as those ...
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CityLife: Wealth Advisors

ABOUT US - CITYLIFE WEALTH ADVISORS

City Life is a dynamic and vibrant company, with the important mix of youth and experience in its advisory team. Our goal is to give a comprehensive outlook on investments and personal wealth management to our clients, rather than to simply sell financial products. All of our investment clients are invited to join our mailing list for our monthly newsletter (City Life Investment News) which keeps our clients up to date with investment markets and fund performance.

We add value to the wealth management process by bringing a wide array of experience and knowledge to the table. Factors such as life insurance, retirement funding, business succession planning, estate planning and investment are all considerably intertwined in the business of wealth management. At City Life we take a long term view with each of our clients, and are in no way looking to make the quick buck. We leave that to our competitors!

Our commitment is to give an independent viewpoint and City Life is an agent for 25 companiesCity Life Wealth Advisors is an agent for the following 25 providers:

Irish Life; Irish Life International; Eagle Star Life Assurance Co; New Ireland; Friends First; Hibernian Life & Pensions; Caledonian Life; Canada Life; Scottish Provident Limited; Acorn Life; Scottish Mutual International plc; Standard Life; Eagle Star European; The Dentists’ & General Mutual Benefit Society; Bloxham Stockbrokers; Dolmen Butler Briscoe; Anglo Irish Bank; Alba Life; Bank of Scotland; IIB Bank Ltd; Merrion Stockbrokers; Ulster Bank Ireland Ltd; BCP Asset Management Ltd; Liberty Asset Management Ltd; Wealth Options  who provide insurance and investment services. By having a team of highly qualified analysts and advisors we are in a position to constantly review the marketplace in order to bring the best of options to the table for our clients.

Our business process is straightforward:

• We will have an initial consultation with any prospective client and this will be at our own expense.
• After this, if we feel there is a possibility we can work together on any of the areas outlined above, we will quote for the advice based on the time it will take to compile the client’s existing financial data, as well as furnishing our recommendations.
• Wealth management advice of the highest level is an investment, and any reports we do for our clients are done on a no-obligation basis. Once we issue a report to our clients, we will never hound them for any follow on business – and that’s a promise!

To arrange a meeting and to receive our pre-meeting financial questionnaire, contact us at info@citylife.ie. Wealth management is a process, not a once off event. Start it today.