News / Blog
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
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
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
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 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 LtdRead More
It’s that time of year again for the self-employed and professionals when tax bills are due for payment. Attention naturally turns to pensions and the great opportunities they present to reduce these bills. Indeed it is also the time when many PAYE workers take stock of their own pension situation…Read More
This month it’s time for the latest in our series of age related articles – welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. We hope to give you some food…Read More
This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time we’re looking at people who are in their 50’s. This is a really important stage in your financial life as it is often the time in…Read More
Trove is a full client and messaging database which we developed in line with the recent introduction of GDPR (EU law on data protection and privacy for all individuals). We are slowly introducing this to clients. We will pre-warn you before we register you. This system is in working progress…Read More
We are pleased to announce that Colin recently achieved his ‘Qualified Financial Advisor’ (QFA) status passing his exams in order to enable him to give financial advice. Colin will continue to shadow both Nick & Rachel in their advisory roles and will furthermore become more involved in the overall financial…Read More
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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).