Call today 041 988 8043 Email
client login

5 Occasions To Ignore Your Financial Advisor – Podcast 182

informed decisions blog

5 Occasions To Ignore Your Financial Advisor – Podcast 182

15th June 2020

Paddy Delaney


This week I share with you 5 instances where you should seriously question the advice you get from your financial advisor, and some questions to ask to help explore the suggestions!

Now, if you’ve got a good one whom you trust, your Financial Advisor can be the difference between you having a successful financial life, and not. But if your advisor gives you a bum steer that you act on, the impact of that could be significant on your long term financial success.

Paddy Delaney Informed Decisions

your next steps

What best describes you?

Business Owners

We understand that running a business AND prioritising your own personal wealth is not as easy as it sounds. We help business owners to put strategies in place to maximise their personal wealth through tax efficient planning, exit strategy or business sale.

find out more

Preparing For Retirement

The 5 years before retirement are critical to successfully ‘graduating’ from full-time employment. We help people to arrange their assets in the optimum way, ensure they are benefiting from all the opportunities available to them in this key phase of life.

find out more

Already Retired

Because many people in this phase of life which we speak to, want to ensure they maximise the resources they have, that is what we do. We help them remove concern so that they can go about enjoying life. You may have one eye on providing for loved-ones but the priority must first be you!

find out more