Welcome to Financial Planner
Financial Planning is essential to the success of your financial future, the quicker you start the better the results. This type of planning involves looking at your needs in all areas of your finances, from savings, investments, tax planning, pension, and inheritance.
We have been providing financial advice for Personal, Family, and Businesses for over 20 years, helping our clients with specific financial requirements.
PRODUCTS & SERVICES
Helpful Customer Calculators & Videos
At Financial Planner, we have provided a selection of key calculators & helpful videos to help you to understand and navigate your finances which you will need in order to protect your most valuable assets.
Client Testimonials
Interesting Pension Solution
We have had many years of experience with Brendan, and he manages a lot of funds and he has a different approach to other financial advisors. He is very competitive in his charging structure. One of the best services is his comprehensive financial planning report which sets out what you need to look at for many years to come. I am in PAYE employment on a good salary, however, my wife is self-employed but because of COVID her income fell drastically from last year, and yet she had a sizeable tax bill. We engaged Brendan and with his insight into her business, he was able to reduce her tax bill by over €9,000 whilst her pension went up by a large amount also. We found this fantastic. We would strongly recommend his advice and services.— John & Deirdre, Cork
certified & Trusted Partnerships
In Ireland, we work with a select group of trusted partners to ensure the security and protection of your finances.