Finance Act 2017

Following on from changes in the Finance Act 2017, we attach details in the revised Financial Professional Factsheet…..   The Financial Professional Factsheet

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Don’t let high costs ruin your retirement!

In the below article, Diarmuid Corcoran looks at the impact that fees can have on a portfolio over time. Here at Wallstone we are passionate about putting our clients first. With this in mind, we have established four key pillars to achieve financial success for our clients, namely Diversification Is Key, Investment Risk and Return…

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Wallstone Race Night 2017

Thursday 27th July witnessed the re-occurrence of the Wallstone client race night at the Greenmount Racecourse, Patrickswell, Limerick. A relaxed and enjoyable evening was had by all with private dining in the Wallstone suite complemented by spot prizes and words of wisdom from the local resident tipster……..!  

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MDRT Business Conference, Orlando 2017

In June 2017, one of our directors Gerry Moran attended a business conference held annually for financial professionals from around the globe in Orlando, Florida. In the attached presentation, Gerry sets out some of the key messages delivered at the conference relevant to all types of business owners looking to improve their overall customer experience…

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Marketwatch – Economic & Investment Strategy

MarketWatch – Economic & Investment Strategy The global economy is back on track, but most investors expect lower returns due to lofty valuations.  What opportunities can the market offer?  Which areas should I avoid? The following document produced by Davy Select addresses these questions. Marketwatch – Economic & Investment Strategy  

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10 Timeless Rules of Investing

MarketWatch – 10 Timeless Rules of Investing Whether you are a veteran of financial markets or new to investing, there are some fundamental rules that can help you achieve your long-term financial goals. The following document produced by Davy Select sets out some important tried and tested rules can help you improve your overall chance…

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