About us – OpesFidelio Financial Planning Ltd

OpesFidelio Financial Planning Ltd. is a leading financial planning business that supports our Irish clients.

We create unique bespoke financial plans for each client and their unique circumstances. We start with your goals in life and then assess whether you are on track to meet these or what steps are needed in order to achieve your objectives.

We are also uniquely positioned for dealing with international clients as our parent company, OpesFidelio Ireland Ltd., has been providing professional financial advice to global investors since 1990.

OpesFidelio Network

As a member of the OpesFidelio international network, we have access to the best professional services available to financial advisers around the world.  OpesFidelio originates from the UK in the late 1990’s and is part of the Aisa Group, which in turn is regulated in both the UK and the USA through the Financial Conduct Authority (FCA) and the Securities & Exchange Commission (SEC) respectively.

Our Specialist Expertise

  • Personal Financial Planning for Business Owners and Professionals
  • Investment Planning and Portfolio Construction
  • Retirement Planning & Business Exit Strategies
  • Family Wealth Transfer
  • Financial Protection for families & business partners

We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.

CONTACT INFO

OpesFidelio Ireland Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland

Tel: +353 (0)1 272 4130
Email: adminireland@opesfidelio.ie

We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.

 

Directions:

Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.

OpesFidelio (Ireland) Ltd. - Company Number 158916 - VAT Number 6556916J

OpesFidelio Ireland Ltd. is an Appointed Representative of Aisa Financial Planning Ltd., which is authorised and regulated by the Financial Conduct Authority and registered as a branch with the Central Bank of Ireland (CBI).
The guidance and/or advice contained in this website is subject to UK & Irish regulatory regime.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk (UK) / www.financialombudsman.ie (Ireland).