Tel: +353 (0)1 272 4130

News / Blog

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…

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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…

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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…

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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.  …

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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

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5 reasons it’s time to review your pension

November 5, 2018

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…

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Your 60’s – cruising to the end of your working life

November 5, 2018

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…

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Your 50’s – time to build and retain your wealth

September 3, 2018

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…

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Welcome to Trove!

September 3, 2018

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…

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Colin Hudson passes exams

September 3, 2018

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…

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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).