A Castle Murphy practice built around careful meetings

Origin

The practice grew from advisory work with Northern Ireland households who kept meeting product-led sales conversations when what they needed was a structured review of pensions, protection, and cash flow. Kingsmere opened on W High Street in Castle Murphy to keep that review work local and accountable.

How we work

We begin with a discovery call, confirm fees in writing, then gather statements before any recommendation is drafted. A second adviser peer-checks flagship reviews. Clients who prefer video meetings receive the same written pack as those who sit in the office.

Values that show up in the room

• Plain language over jargon when explaining charges and projections
• Willingness to leave a valuable guarantee untouched even when consolidation looks tidier
• Coordination with your solicitor or accountant when exits or estates require it
• No pressure to purchase a product in the first meeting