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Financial Planning

Eight New Year’s resolutions for personal finance fitness

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Many people go on diets or exercise regimes in January and typically people start with lots of enthusiasm but then they quickly give up. Shaping up your finances is a similar challenge - it is about making this a habit and continuing throughout the year. Getting help is important, whether that is professional financial advice or just a friend or family member who can … [Read more...] about Eight New Year’s resolutions for personal finance fitness

Brexit and financial advice

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We join an annual client meeting at a mythical advisory firm that bears only a passing resemblance to our own. Advisor: Good morning, Mr Smith, it has been a year since we last met and I thought now would be a good time to go through our annual review of your finances. Client: Fair enough, let’s start with Brexit; what are your ideas of how to avoid losing money. I read … [Read more...] about Brexit and financial advice

Financial Planning – What is That All About?

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When people ask me what my job is, I tell them I am a Financial Planner to which I normally get two responses: (1) What should I be invested in? (2) Which is the best pension product? I am not surprised by the way people react, as Financial Planning by its very nature is a relatively new topic to the Irish financial market. It’s also far easier to buy something like an … [Read more...] about Financial Planning – What is That All About?

Death and Pensions

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When it comes to pensions, it is becoming increasingly important that we do not just ask our clients what they have in their pension pot but more significantly what type of pension is their pension pot in? As the pension rules can result in dramatically different outcome for clients. Pension Types in Ireland People are surprised to know that in Ireland we have the … [Read more...] about Death and Pensions