Financial Planning News
In this article, we talk about early retirement, which occurs when individuals access their pension benefits before they have reached their normal retirement age (generally age 65), along with the different types of pensions, pre and post-retirement, and the merits of each. When can I access my…
The global nature of business has meant that many people move from country to country to either further their careers or to experience other cultures. This often results in individuals becoming expats (expatriates), i.e. residing in a country that is not their native country. Along this journey, an individual can…
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…
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…
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…
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…
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…
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…
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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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.
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).