Financial Planning News
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…
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…
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. …
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
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…
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…
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…
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…
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…
With markets having powered ahead in recent years, in general people are happier talking about the performance of their investment portfolio. After all, it’s easier to talk about gains than losses! But we’ve noticed some conversations shifting towards consolidation of gains as the prospect of a turn in markets probably…
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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).