PGM Financial Services Joins SYS Group to bring enhanced offering to market. Now under the SYS Group umbrella, the entity will have €300M AUM as well as almost 6,000 clients. This partnership brings SYS Group closer to its goal of reaching €1Billion AUM by 2030.
Here at SYS Group, we are delighted to announce that we have entered into a strategic partnership with Dublin-based PGM Financial Services which will bring the combined assets under the SYS Group to over €300 million. The partnership ensures that the combined entity, trading as SYS Group, will become one of the leading Irish financial planning and services businesses.
Financial Planning Expertise
With expertise across a wide array of financial specialist areas, the company provides an advisory offering across Retirement Planning, Investments & Savings, Inheritance & Succession Planning and in particular the whole area of Tax Efficient Structures. PGM Financial Services has approximately €40 million of funds under management which is now combined with SYS Group.
SYS Group CEO Tony Delaney said: “I am delighted that we have entered into a strategic partnership with Patrick McEntee, trading as PGM Financial Services, which will consolidate our position as one of the leading advisory firms in the Irish market.”
Patrick McEntee, Director of PGM Financial Services said “I have chosen to partner with SYS Group due to their integrity and ability to advise clients with their expertise and offerings in retirement planning, bespoke investment offerings, mortgages, and tax advice. We have every confidence that our strategic partnership will bring an enhanced offering to all my clients and the market.”
As well as Nenagh, SYS Group has offices in Dublin, Cork and Waterford. It incorporates SYS Private, SYS Financial Planning, SYS Mortgages, SYS Tax & SYS Millennial Money Coach. The multi-award-winning company has circa 6,000 clients and forty members of staff.
Originally called SYS Wealth & Financial Planners Ltd., the company was founded by Tony Delaney in 2015 and became SYS Group in 2020.
For more information, contact firstname.lastname@example.org or call 067-57057.