Our Story

We're a second-generation, family-owned business that's been fulfilling home ownership dreams since our establishment in August 1999.

Year1999

about

Our story begins in 1999

A second generation, fully family-owned business, our story begins in 1999. Having spent 25 years in management positions within the Irish Permanent building society (now PTSB), the firm’s founder, Frank Lenny, identified a gap in the Irish mortgage market for personal, tailored mortgage advice, delivered across multiple mortgage lenders.

Year2000

about

In the years since...

In the years since, our mission has expanded to include all aspects of the client’s financial requirements, such as life assurance, pensions, and investments. What hasn’t changed is our commitment to personal, tailored financial advice, delivered with the highest standard of customer service and across the widest product range possible.

Year2022

about

Celebrating 20 Years of Excellence

In 2022, the Irish mortgage industry honored us with an AIMA award for 20 years of excellence in customer service.

Year2024

about

Our journey has only just begun...

Our team of highly qualified and experienced financial advisors place these long-term, valuable business relationships at the core of their work. As a result, today we have the privilege of advising the children of our very first clients with their own mortgage and financial journeys.

start your journey

We are a second-generation, family-owned business since 1999, offering personalised advice on mortgages, life cover, pensions, and investments. Our commitment to excellence was recognised with an AIMA award in 2022.

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