Financial Planning News
Face to face contact has always been something we very much believe in when dealing with our clients. On Thursday 13th of October, Colin and Nick ventured south to warmer climates to meet with clients in Southern Africa. If you have not been contacted and would like to meet with us,…
Ireland needs €440bn to address its pension problem. Now has that got your attention? Particularly when you compare this to our National Debt figure, a not so meagre figure of €212bn (as at 17th October 2017) that gets so much attention. At that, the pension figure of €440bn was calculated almost…
As financial advisers helping our clients to build a better financial future for themselves, we are talking to clients every day about a whole range of issues in relation to their personal finances. With some clients, we are helping them with their retirement planning and to build diversified and risk…
History teaches us many things. Particularly if we’re looking for a bit of guidance in prudent personal financial management, the last decade offers us a wealth of useful lessons. During the last decade we’ve seen a (hopefully) once in a lifetime global economic collapse, the entire banking system teetering on…
Many of our clients will already be familiar with the Novia Global investment platform, which we are currently implementing to replace many existing client portfolio structures. A number of clients will already be aware of the advantage of having an investment platform in place, having reaped the benefit of adopting such structures…
We thought it might be useful to step back a little bit and review the value that we bring to our clients, in order to make sure we’re meeting your needs as much as we possibly can. We identified ways in which we enrich the lives of our clients and…
OpesFidelio Ireland is delighted to welcome Colin Hudson back to work with the team in the Bray office. Some clients will remember Colin from a number of years ago when he assisted in the project with the Old Mutual Wealth platform. Having gained experience working in Dublin within various industries…
People face a whole range of different personal finance challenges and often ask us for tips. The area of savings and investments is the one we’re asked about the most. So we thought it might be useful to give you a few tips to help you to best manage your…
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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.
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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.
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Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk (UK) / www.financialombudsman.ie (Ireland).