Tel: +353 (0)1 272 4130

Financial Planning

Clients of OpesFidelio Ireland seek our help in making better financial choices. They want an expert to guide them in answering their big questions.

  • Can I afford the life I want to lead?
  • Will I ever run out of money?
  • Is my money working as hard for me as possible?
  • Can I be sure that I’ll achieve my financial goals?
  • Will my family be secure if I die or fall ill?

We don’t want our clients to scrimp and save for retirement, and to be rich when they die. We help you to live a rich and fulfilled life, throughout your whole life. We want you to achieve your financial goals throughout and at the end of your life.

To do this, we help you to set realistic goals. And we guide you in making important choices in relation to your money so that you then achieve your goals, today, tomorrow and later in life.

We then work alongside you year after year, reviewing your goals and tweaking your plan, helping you to live the life you want.

Having a plan in place will give you confidence in your financial future. Having a strong partner alongside you will help you achieve your goals. Please see how we work with you to help you achieve your objectives.

 

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

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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

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).

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