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Financial Planning News

As featured in the Sunday Independent – Is it normal to face €2,300 fee on UK pension transfer?

June 19, 2019

OpesFidelio Featured in the Sunday Independent answering questions regarding UK transfers. Link to full article in the Sunday Independent https://www.independent.ie/business/small-business/advice-centre/is-it-normal-to-face-2300-fee-on-uk-pension-transfer-38220674.htm Brexit and pension Question: I am a 54-year-old woman, who has 20 years of various pensions from working in the UK. I have been living and working in Ireland for…

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Calculator

Have You Claimed all the Tax Relief You are Entitled?

May 29, 2019

During the discovery phase of the financial advice process,  we carry out a fact finding exercise in order to get a better understanding of a client’s current financial situation. This includes looking at income, saving, expenditure and everything in between. We generally find clients who are based in Ireland, either…

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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…

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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 financial…

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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…

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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…

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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…

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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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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).

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