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Fee-Based Investment & Pension Planning

I help successful consultants & business owners to achieve tangible results, and to avoid costly financial mistakes in their Investment and Retirement Planning. As one of Ireland's only non-commission Financial Planners I enjoy long term and mutually beneficial relationships with a select number of valued clients.

Who I Best Serve

Prudent

Individuals and business-owners who, usually through hard work, have accumulated in excess of €200,000 of investment or pension assets

Established

I specialize in working with people who are retired or are within 10 years of doing so. This allows me to tailor services and technical expertise to clients

Trust & Respect

I hugely enjoy working with people where we have a mutual respect and trust. They ask me to guide them on all aspects of their financial lives

INDEPENDENT HELP

Clients seek optimum outcomes for themselves & their families. They want an independent & proven approach to investment and retirement planning

If this sounds like you, and you are seeking help please get in touch here. We will have an initial phone call in total confidence, and at no expense to you.

What I Do

Informed Decisions Financial Planning is a non-commission investment and retirement income planning firm. I work with a select number of individuals and business owners who are already retired or are within 10 years of doing so.

My investment philosophy revolves around selecting the optimum wealth management and investment strategies available globally. Using expert consultation, then creating cost effective portfolios that are diversified and proven. The focus is always on achieving real returns over the long term, not on complexity, high-costs and confusion.

I am committed to truly independent investment & retirement income planning. In the first instance we will work together to create your own Informed Decisions MasterPlan. Only then will we consider any changes in your investment or retirement planning. We then work closely together over the long-term; where I will tell you the unvarnished truth, challenge you when needed, and help you achieve the long term results you seek.


Informed Decisions Financial Planning

  • Detailed Financial Planning & Cashflow Forecasting
  • Retirement Income Planning
  • Investment Performance Analysis & Comparison
  • Portfolio Design & Implementation
  • Tax & Cost Effective Wealth Management
Frequently asked questions

Why Work With Me

Informed Decisions Master Plan

A Clear Plan

Trust

The Unvarnished Truth

Save Money

Cost Effective Structure

Long term growth

Real Results

Client Journey

I am currently seeking long term client relationships built on mutual respect and trust, enabling you to experience a valuable and personal service, standing the highest probability of achieving your goals.

If you feel we might be a good fit please get in touch to arrange an initial call. If we decide to proceed this is the journey you can expect:

1.
Getting To Know You

In our first face to face meeting we focus on you. We explore you, your goals, your concerns and the life you want to live. This meeting is at our expense.

2.
Creating Your Informed Decisions MasterPlan

I take what you have told me in our first meeting and create your financial MasterPlan. This will answer your biggest financial questions and detail the strategy required to achieve your goals.

3.
Take Action

Where of benefit to you I will help you to make the changes required, establsh the portfolios best suited to achieve your desired results, reduce costs and optimise tax opportunities.

4.
Our Relationship

We know each other well by now. We continue our relationship through meeting each year, and regular contact. I help you avoid mistakes and stick to your plan over the long term.

Common customer questions

At what age can I afford to leave full-time employment?
How to invest my funds when approaching and in retirement
How can I ensure I have sufficient income in retirement?
How to reduce volatility but achieve returns over the long-term
How do I figure out how to structure my pension draw-down
Should I clear debt or invest for the future?
What are the optimum investment strategies and risk-tolerances
What fees and charges am I currently playing on my investments and pensions?
How to access investment that offer more favourable tax treatment?

A Fair Fee

I do not sell products – I do not earn commissions – I do not predict the future – I do not advise clients to do anything I will not do myself.

Because I believe in a fair fee in return for what I do for clients, and believe that total transparency will deliver better relationships, I fully disclose online the fee that clients pay me for the value I bring them.

How We Compare

Important Documents

Terms of BusinessPrivacy Policy
next steps

Work with Paddy

If you would like to arrange an initial complimentary phone-call to explore working together please complete the form below. I will get in touch directly and in confidence. Paddy.

While we would love to help everyone we offer our service to individuals and business owners who have accumulated €200,000+ of investment and pension assets, and who are aiming to retire within 10 years.

The details collected in this form will be used so that we can contact you in relation to your query either by telephone or email. You can read our privacy policy here.

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