Financial Planning News

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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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Talk Like an Investments Ninja!

September 3, 2018

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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Old Mutual restructure to adopt Quilter branding

July 30, 2018

For many clients who hold the Old Mutual bonds (previously Skandia), with the forthcoming restructure of the Old Mutual Group, the International arm based in the Isle of Man will shortly become ‘Quilter International.’  This will only take place however after the managed separation has been completed later in 2018. …

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OpesFidelio Ireland speak at the OpesFidelio / Aisa annual conference.

July 11, 2018

At the end of April, we were delighted to host our colleagues who had travelled over from their offices in the UK and Europe to attend the Aisa / OpesFidelio annual conference.  At the conference, were a number of fund managers and platform specialists who were asked to speak, as…

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Don’t blow your financial future in your 40’s – our 10 tips

July 11, 2018

We recently wrote about why people should be thinking about their retirement in their 30’s, and why this is the time when you should start seriously saving to achieve your desired lifestyle in retirement. We got a great reaction to this article, and were asked by a number of people…

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Brexit, Italy etc. How do you keep your investments on track?

July 11, 2018

Lots of factors are currently creating a great deal of uncertainty for investors; Britain is breaking up with Europe, the political and economic picture in Italy is looking quite unstable and we’re all wondering just how strong the new friendship turns out be between President Trump and Kim Jong-un. Then when you…

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Financial Planning is not about products

June 6, 2018

In financial planning businesses such as our own, a relatively small proportion of our time is spent dealing with the implementation and servicing of financial products on behalf of our clients. Because financial planning is so much deeper than simply putting products in place. Instead our clients today come to…

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In your 30s and thinking of retirement – are you mad?

May 11, 2018

Well the short answer is no, you’re not mad to be thinking about retirement in your 30’s. Of course it is not going to be foremost in your mind as there are lots of competing priorities – a house to be bought, maybe a wedding to be celebrated or a…

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What are the risks to your investments?

March 8, 2018

When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a full understanding of your liquidity requirements, any asset class preferences that you might have and also the…

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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 FINANCIAL PLANNING LTD

OpesFidelio Financial Planning Ltd is regulated by the Central Bank of Ireland.

OpesFidelio Financial Planning Ltd (Company No 456044) is a wholly owned subsidiary of OpesFidelio Ireland Ltd (Company No 158916).

OpesFidelio is a trademark used under licence.