Financial Advisor - how to choose a financial advisor in Ireland

Financial Advisor in Ireland

We believe that financial planning is not just about numbers; it's about creating a roadmap for your future and helping you build a life that brings you happiness and fulfillment. Our goal is to empower you with the knowledge and tools to make confident decisions and navigate through the complexities of the financial world.

Trust is at the heart of what we do. We understand that entrusting someone with your finances is a significant decision, and we strive to earn that trust through transparency, integrity, and a genuine commitment to your best interests. You can rest assured that your financial well-being is in the hands of a capable and experienced team.

How much is a financial advisor in Ireland?

There is no simple answer here. We work on a fixed fee basis depending on your needs. 

What we recommend is that you book a 1-hour consultation with a member of our tax/finance team.  The fee for this call is €295. This is always a good place to start. 

How to choose an independent financial advisor

Choosing an independent financial advisor is an important decision that can significantly impact your financial future.

Before looking for an advisor, be clear about your financial objectives, whether it's retirement planning, investment management, tax planning, estate planning, or a combination of services. Knowing what you need will help you find an advisor with the appropriate expertise.

Trust your instincts during the initial meeting with the advisor. Building a strong working relationship and feeling comfortable discussing your financial matters is essential for a successful partnership.

When should you get a financial advisor?

If your financial situation has become more intricate and challenging to manage on your own, a financial advisor can help you create a comprehensive plan to navigate through various financial goals and complexities.

Retirement Planning: Planning for retirement requires careful consideration and long-term strategy. A financial advisor can help you calculate how much you need to save for retirement, guide you on investment choices, and help ensure you're on track to meet your retirement goals.

Tax and Estate Planning: As your financial situation becomes more complex, tax and estate planning become increasingly important. A financial advisor can help you optimize your tax strategy and ensure your estate plan is in order, protecting your assets and minimizing tax liabilities.

Sudden Windfall: If you come into a significant sum of money through inheritance, or other windfalls, a financial advisor can help you manage the newfound wealth wisely and avoid potential pitfalls.

What questions should you ask a financial advisor?

When meeting with a financial advisor, asking the right questions is crucial to ensure you find the right fit for your financial needs and goals. Here are some essential questions to ask a financial advisor:

1. What qualifications does the financial advisor have?
2. How do they charge for their services? All our fees are upfront and transparent. 
3. What services do you provide? Does this include tax advice?
4. Can you provide references or testimonials from current clients?

5. Can you provide examples of how you've helped clients with situations similar to mine?

You can book a 1-hour consultation with a member of our tax/finance team for €295.