September 26, 2017 4:17 PM ET

Professional Services

Company Overview of TAG Financial Planning Ltd.

Company Overview

TAG Financial Planning Ltd., doing business as The Trusted Advisor Group, provides outsourced business development services for professional financial advisors. It also offers advisory firms with access to business planning, sales, and marketing strategies; technical, compliance, and investment support; product analysis and research; exclusive product terms and providers; business transition models; and enhanced earning potential. The company was founded in 2011 and is based in Dublin, Ireland. As of March 4, 2015, TAG Financial Planning Ltd. operates as a subsidiary of J & E Davy.

Unit 1

88-89 Furze Road

Sandyford Ind Est


Dublin,  18


Founded in 2011


353 1 905 5812

Key Executives for TAG Financial Planning Ltd.

Compensation as of Fiscal Year 2017.

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