Feel Confident About Your Future

Independent financial advice for business owners, families, and those planning for life after work.

★★★★★ “From the moment I met Eamonn, I knew I was in safe hands. He explained everything clearly, restructured my pension, and gave me complete peace of mind.” Hasan Volkan

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out of 5. Based on 25 verified reviews

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out of 5. Based on 20 verified reviews

Who we work with

Business Owners and senior directors

Running a business is no small feat. It’s exciting, demanding, and sometimes overwhelming. As business owners, we understand the constant balance—driving your company forward while keeping your personal finances on track.
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Planning for retirement

Retirement is a major life transition—one that brings freedom, possibilities, and a lot of questions. Whether it’s just around the corner or still a decade or two away, the idea of stepping back from work can feel both exciting and uncertain.
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In Retirement

Retirement often marks a new beginning—not a slowdown, but a shift in focus. Many people stay busier than ever with travel, hobbies, volunteering, or family. But as your lifestyle changes, so must your financial plan.
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What our clients say

The best way to understand what we do. Hear it from the people we’ve helped.

We can tell you about our expertise, our process, and our values—but nothing speaks louder than the experiences of our clients.

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Client Satisfaction

Based on verified client reviews on VouchedFor, we’re proud to hold an average rating of 4.9 out of 5—equivalent to a 98% satisfaction rate.

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Client Satisfaction on Google

We’re proud to have a 5.0 out of 5-star rating on Google Reviews, reflecting the trust and confidence our clients place in us every day.

Meet the Team

Voted as one of VouchedFor’s Top Rated Advisers in both 2023 and 2024, Eamonn has been recognised nationally for his dedication to outstanding financial planning.
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Eamonn Prendergast

Chartered Independent Financial Planner | Multi-Award Finalist | Top Rated Adviser

Sarah plays a key role in keeping things running smoothly behind the scenes at Palantir. She works closely with Denise, supporting the paraplanning process and client administration with care, clarity, and attention to detail.
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Sarah Cahill

Paraplanner & Client Administrator | Systems Specialist | Client-Focused Precision

With over 20 years of experience in financial services, Denise is a highly skilled and conscientious paraplanner known for her exceptional attention to detail and deep technical knowledge.
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Denise McMahon

Paraplanner | First-Class Honours Graduate | Detail-Driven Expertise

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Chartered Independent Financial Planner | Multi-Award Finalist | Top Rated Adviser

Eamonn Prendergast

Eamonn is a Chartered Independent Financial Planner with a wealth of experience. He combines deep technical knowledge with real-world life experience to offer practical, jargon-free advice that clients truly understand.

After graduating with a 2:1 Honours degree in Business Studies, Eamonn began his career in financial services in 2001, passing his first regulated exams as a qualified investment adviser. He has continued his professional development ever since, regularly sitting advanced exams to stay up to date with the latest legislation and best practice.

Paraplanner & Client Administrator | Systems Specialist | Client-Focused Precision

Sarah Cahill

Having passed her regulated financial exams, Sarah combines technical knowledge with exceptional organisational skills. She understands the full client journey—from onboarding and fund research to compiling detailed annual review reports—and ensures every step is carried out efficiently and compliantly.

Often referred to as our “systems guru”, Sarah is the go-to person for streamlining processes and making sure nothing gets missed. But what truly sets her apart is her ability to keep the client at the centre of everything she does. Whether she’s preparing documents, analysing data, or updating records, she approaches her work with care, accuracy, and a genuine focus on delivering the best possible experience for every client.

Paraplanner | First-Class Honours Graduate | Detail-Driven Expertise

Denise McMahon

A graduate of Bournemouth University with a First-Class Honours degree in Financial Planning and Services, Denise brings both academic excellence and real-world expertise to her role. Her meticulous approach, combined with years of hands-on experience, ensures that every piece of planning is robust, accurate, and client focused.

Denise has worked alongside a wide range of financial advisers across the UK and is valued for her thoroughness, reliability, and calm professionalism. Whether it’s complex pension calculations or crafting bespoke financial plans, she plays a critical role in ensuring the highest standards are met in every client recommendation.