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A trusted point of contact

One person holding the threads together.

As financial affairs become more involved, with a business, property, investments and a wider family, it helps to have one trusted person keeping everything connected.

Whether you are looking for support yourself or for a family member, or you are an adviser thinking of an introduction, this page is written for you.

Nothing falls through the cracks

A single point of contact coordinates between your accountant, tax adviser, solicitor and adult children, so nothing is missed and you are not left relaying messages between everyone.


Your affairs stay organised throughout the year, not just when a deadline is approaching.

HOW SUPPORT HELPS

A single point of contact across accountant, solicitor and tax adviser

Coordinating communication with adult children and wider family

Preparing the fuller picture ahead of the income tax return

Keeping affairs organised, year-round

Ahead of the income tax return


The information that might not otherwise surface is gathered and prepared in advance, so the return is complete, accurate and far less stressful.

Rental income


From property held personally or within the family

Share dividends


From investments that may be spread across providers

Medical expenses


Receipts and claims that are easily overlooked

Personal and family matters


Anything else your accountant needs to know

Discreet, organised and always acting in your interest: a confidant for the financial side of life.

For solicitors and accountants


Information reaches you organised and complete, and your client has one person keeping everyone informed. You remain the client’s adviser throughout.

Talk it through


An initial conversation is free and without obligation. It can be with you, a family member, or your adviser, whichever feels easiest.

I work alongside your regulated advisers. I do not provide investment, legal or regulated financial advice, and I do not replace your accountant, tax adviser or solicitor.

Sarah Daly FCCA, TMITI, M Inst D, MBS, BBS (Acc), MSc Business & Executive Coaching · Fellow of the Association of Chartered Certified Accountants · Member of the Irish Tax Institute · Member of the Institute of Directors