Call today 041 988 8043 Email help@informeddecisions.ie
client login

Podcast 159: Finding Financial Advice in Ireland

informed decisions blog

Podcast 159: Finding Financial Advice in Ireland

18th November 2019

Paddy Delaney

share

Looking for Financial Advice or Financial Planning in Ireland you can trust? A few weeks ago I did a piece on finding ‘Independent Advice in Ireland‘, this week I intend to share some ideas that might help you evaluate a firm before engaging them.

I just checked my investment portfolio – now I know why they call them Brokers” – anonymous. I came across that quote in a sketch cartoon recently and found it amusing. With MSCI Index up over 20% so far this year it’s not really applicable however!

Maybe you are not actually looking for Financial Planning in Ireland. Perhaps you already have an advisor but are unclear about their intent, fees or abilities. You may have had several over the years but none really ‘did it’ for you! Or perhaps you are thinking about engaging one for the first time. I hope this piece will help a little.

I fully accept also that being a fully independent fee-based advisor, I will carry some biases here – but as always I’ll tell it as I see it.

Paddy

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