Private Clients Limited

Insights

Insights &
In The Press

 
 

How do latest pension changes affect me?

What the upcoming Finance Bill and more could mean for your retirement savings.

Kieran McAuliffe
Director of Provest Private Clients Ltd

Irish Examiner

27th September 2024


Could you be an unwitting tax dodger?

Here are four common ways people find themselves on the wrong side of the law.

Gabrielle Monaghan
The Irish Independent

22nd September 2024


Children’s summer camps to cost families up to €1,500 this year

Charlie Weston
The Sunday Independent

29th April 2024

Holiday months can be costly for working parents


Inheritance wars: The 5 mistakes we Irish make about wills

Gabrielle Monaghan
The Sunday Independent

7th April 2024

How to prevent your death causing financial calamity and feuds


A woman’s pension is 35% less than a man’s, on average. Here’s why & what can be done about it.

The IRish Times
Brianna Parkins

17th January 2024

A man’s pension is on average 35% greater than a woman’s. That needs to change.


Elections set to dominate headlines and economies in 2024

Irish examiner
Kieran McAuliffe

4th December 2023

Kicking off with Taiwan in January, the wave of races will culminate with the US presidential election in November, writes Kieran McAuliffe


Cohabiting can be costly for couples: why it pays you to get hitched when it comes to personal tax, inheritance, housing and investments

Irish Independent
Gabrielle Monaghan

2nd July 2023


Financial advisor
Another ECB hike has been imposed - what should mortgage holders do?

The Journal

4th May 2023
Kieran McAuliffe of Provest looks at today’s ECB increase in interest rates – the seventh in a row – and has some advice for mortgage holders.


Auto-Enrolment process for pensions

On 3rd April the Department Social Protection published further information on the new Automatic Enrolment retirement savings system.


How to navigate a banking crisis so as to hold on to your savings, investments & pension

Irish Independent
Gabrielle Monaghan

2nd April 2023
Spooked investors should hold the right amount of cash and seek stocks able to ride that economic rollercoaster.


Financial infidelity -
‘til debt do us part’

Irish Independent
Sinead Ryan

25th February 2023
An affair can mark the end of the most robust relationship, but what if, instead of a lover, your partner has been unfaithful with your money?Financial Infidelity is a growing problem and one which can be just as hard to recover from as a straying spouse.


‘Motherhood’ and ‘good daughter’ penalties: a double whammy for women’s pay

IRISH TIMES
SANDRA O’CONNELL

16th February 2023
We may be in age of equality but there’s little that is equal in women’s finances, writes Sandra O’Connell


Inherited cash? How to handle a lump sum

IRISH INDEPENDENT
GABRIELLE MONAGHAN

5th February 2023
Ireland is experiencing a golden age of inheritance, as the billions accumulated by grandparents and boomer parents trickle down to children and grandchildren in a great intergenerational transfer of wealth.


Pensions Advisor Provest Opens New Cork HQ

BUSINESS PLUS
GEORGE MORAHAN

31st January 2023
Cork financial services firm Provest has officially opened its new office in Douglas with the help of Minister for Finance Michael McGrath.


Our rapidly ageing population is going to place an intolerable strain on the state pension

BUSINESS & FINANCE
JOHN KEARNEY

24th January 2023
“Our rapidly ageing population is going to place an intolerable strain on the state pension,” — John Kearney of Provest on auto-enrolment


Planned auto-enrolment could widen gender pension gap

IRISH EXAMINER
ALAN HEALY

13th December 2022
Elements of the proposed scheme have been criticised and could widen the gender pension gap further.


“Talent shortage is the most pressing challenge facing our industry”

BUSINESS & FINANCE

CEO Q&A with Mark O’Sullivan of Provest
30th November 2022
Mark O’Sullivan is the CEO of Provest. Provest is a financial planning company based in Douglas, Cork.


Financial advisor:
Your job just gone? Here's what you should do right now to mind your money

The Journal

20th November 2022

There are financial steps you can take to alleviate the stress of losing a job, according to Mark O’Sullivan of Provest.

YOU HAVE BEEN advised that your job is going, it has come out of the blue, you’re shocked, angry, and emotionally you feel very let down. Firstly, don’t panic, this time will pass.


Never make your clients feel like they are just a number

BUSINESS POST
MARK O’SULLIVAN

6th August 2022

Do the right thing for your clients and you will gain respect, trust and, ultimately, loyalty, says O’Sullivan, managing director at Provest Private Clients


Decision time for employers on pension scheme solution

BUSINESS POST
JOHN KEARNEY

9th July 2022

Many businesses have still not made important decisions on the future operation of their pension schemes even as the January deadline for compliance with the IORP ll deadline looms.
John Kearney is the director of corporate business development at Provest Pension Consultants


Should I leave my work pension when auto-enrolment kicks in?

IRISH INDEPENDENT
MARK O’SULLIVAN, PROVEST
29TH MAY 2022

29th May 2022

CEO Q&A with Mark O’Sullivan of Provest


Nine out of 10 worry about having enough pension income, survey finds

IRISH TIMES

25th May 2022

Research also finds two-thirds don’t believe they’ve left starting a pension too late


Should I take €30,000 out of my pension pot to help son buy home?

IRISH INDEPENDENT
MARK O’SULLIVAN, PROVEST

30th January 2022

CEO Q&A with Mark O’Sullivan of Provest


Making Cents: Want to invest your money? Here's what you need to know

IRISH EXAMINER
GRAINNE MCGUINNESS

4th January 2022

Grainne McGuinness talks to a finance expert about how to educate yourself before you move your funds.


My Job: Offering financial advice on investments and pensions

IRISH EXAMINER
JOHN DALY

29th October 2021

Mark O’Sullivan, managing director, Provest encapsulates his four decades in business.


Provest to add 15 new staff members over next two years

ECHO LIVE
RORY NOONAN

27th October 2021

CORK based financial services firm, Provest is planning to add 15 new staff members over the next two years as it expands its business in Munster.


Provest plans to expand business, creating 15 new jobs

RTÉ

20th October 2021

Cork based financial services firm, Provest has said it plans to add 15 new staff members over the next two years as it expands its business in Munster.