Tel: +353 (0)1 272 4130

News / Blog

Why a Company Pension Helps Attract and Retain Staff

May 15, 2019

Pensions have hit the headlines in recent months as it is quite clear that we are sleepwalking into a pension crisis in the not so distant future. With an aging population a growing reality, the cost of retirement provision to the State is set to increase significantly in the coming…

Read More
Cash flow modelling

Why Financial Planning Cashflow Modelling is Imperative

May 7, 2019

  What is Cash Flow Modelling? It is the process of assessing your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future. Cash flow modelling allows you to reflect on your current…

Read More

Tax Implications of Financial Gifts to your Children

April 30, 2019

It is well documented that the housing crisis has caused inflated house prices. This coupled with soaring rental rates mean that it is a struggle for a lot of young people to raise the funds for a deposit for their first home. With this in mind, many clients want their…

Read More

8 Great Financial Goals to Improve Your Lifestyle

March 25, 2019

We’re now well into 2019 and we often find that the finances of our clients settle down a bit at this time of year. The madness of Christmas is behind us, and a lot of annual financial commitments have often come and gone at the start of the year. Spring…

Read More

Is Income Protection really necessary?

March 25, 2019

Income Protection is sometimes described as the glue in a financial portfolio. The most devastating impact on your financial situation is likely to be caused by a loss of your income, and the inability to replace it. Unfortunately, people lose their jobs from time to time. However inevitably what tends…

Read More

What does Your Financial Future Life Look Like?

January 21, 2019

We hope that you have experienced the quiet evolution of our role in recent years. Going back in time, the role of the financial advisor was to help clients to identify gaps that they had in their portfolio of financial products, to find the best products to fill those gaps…

Read More

Nick’s Trip to Cameroon with the RippleZoo 2018 Cameroon Project

January 17, 2019

I was very humbled recently to be involved with a small group of volunteers from Ireland to help complete a number of projects in the village of Batoufam in Cameroon.   During the short 10 day visit that we were there, we were able to complete a number of project…

Read More

Market Commentary / Coping with Uncertainty

January 17, 2019

With plenty of talk about the global economy and Brexit at present, we do not wish to regurgitate more of the same commentary that many client investors will already have received over recent months.   It is important to remember, that predicting future events correctly, or how the market will…

Read More

Your 70’s onwards – looking after yourself & others

January 17, 2019

In this final instalment of our age-related articles, it is now the turn of the more senior members of our communities – all of you in your 70’s and older. This group have some very specific financial challenges, so here are some thoughts on wisely managing your financial affairs.  …

Read More

OpesFidelio Ireland featured in ‘International Adviser’ magazine

November 7, 2018

Opesfidelio Ireland Ltd was recently featured in the International Adviser publication. The article gives an idea of who we are and how we operate. Click the link below to read in full: International Adviser (Oct 18) – OpesFidelio Ireland Ltd

Read More

SIGN UP TO OUR NEWSLETTER

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).

Contact Us
close slider
Sending