A Fellow of Chartered Accountants Ireland, a Qualified Financial Advisor, a Retirement Planning Advisor and a Certified Tax Advisor, Yann specialises in providing impartial investment, protection and retirement advice for individuals, SMEs and large corporate entities.
Yann advises high net worth individuals on their retirement planning, wealth protection and estate planning and cash extraction strategies.
Yann also works with corporates where he advises on the design of pension and risk scheme structures, corporate investment, business protection and succession planning.
Protecting your Business & Preserving Value - Yann Harrison 1.07 MB
Yann Harrison, Wealth Management Director, presented at the Roscommon Business Lunch in December 2019. The theme of the event was "Growing, Protecting & Realising Value from your Business"Download
Protecting your Business & Preserving Value 1.05 MB
Yann Harrison, Wealth Management Director, presented at the Longford Business Lunch in November 2019. The theme of the event was "Growing, Protecting & Realising Value from your Business"Download
SME AllServ 1.89 MB
SME AllServ is an integrated business service, offering you a unique range of tailored services, focusing on your needs and bundled competitively to suit the demands, size and dynamic of your business.Download
Personal Retirement Savings Accounts - Employer Factsheet 314.2 KB
Where an employer does not operate an occupational pension scheme, or where there is limited eligibility for membership of a pension scheme, there is a legal obligation on employers to provide employees with access to at least one standard Personal Retirement Savings Account (“PRSA”) with one PRSA provider, and failure to do so could result in the imposition of fines and/or prosecution.Download
Our offices are strategically located to service our market and are easily accessed from any location nationwide.
Boole House, Beech Hill Office Campus,
Clonskeagh, Dublin 4,
D04 A563, Ireland
RBK House, Irishtown
N37 XP52, Ireland
RBK House, Castle Street,
F42 NR79, Ireland