Are you ready to take control of your financial destiny? Look no further than Ireland’s most formidable financial advisors.
With their unparalleled knowledge and a commitment to your success, they are ready to transform your financial aspirations into a reality.
Ready to meet them? Read on!
How much do financial advisor services cost in Ireland?
The cost of financial advisor services in Ireland can vary depending on the specific services provided and the fee structure of the advisor.
Some financial advisors charge a flat fee, while others may charge a percentage of the assets under management or take a commission on the products they sell.
|SERVICES||ESTIMATED AVERAGE PRICE|
|Overall Personal Financial Plan||€1,500|
|Insurance and Retirement Plans||€500|
However, a financial advisory service charges a fee of 0.5% up t 1% of the assets invested through their service.
The Best Financial Advisors in Ireland
Here’s the criteria set we used to select the best financial advisors in Ireland in this article:
1. Money Smart
|SERVICES||Financial Planning, Wealth Management, Investment Planning|
|ADDRESS||13 Rectory Way, Kilbride, Bray, Co. Wicklow, Ireland A98 K272|
|CONTACT DETAILS|| |
PHONE: +353 868 508577
|OPERATING HOURS||Monday to Friday, 9:00 a.m. - 6:00 p.m.|
Money Smart Ireland stands as one of the top financial advisors in Ireland, offering a range of exceptional benefits.
Clients appreciate the convenience provided by their multiple communication channels, including phone, email, and website, ensuring easy access to their services.
With a wide array of financial services available, Money Smart covers every aspect from cash flow management to estate planning and tax optimization, providing a comprehensive solution for clients’ needs.
One standout feature of Money Smart is their comprehensive financial planning, which encompasses crucial areas such as savings, investments, mortgages, pensions, insurance, and more.
Clients also value their effective wealth management program, which includes continuous monitoring of investments, annual reviews, and personalized updates to their Financial Life Plan and Investment Plan.
Transparency is a key strength of Money Smart, with clear and understandable fee structures. Their financial plan, priced at €1,000, provides clients with a transparent understanding of the costs involved.
Additionally, with an impressive 25 years of financial trading experience, Money Smart’s expertise and knowledge inspire confidence in their abilities.
It’s important to consider that some clients may find Money Smart’s services to be relatively expensive compared to other options in the market.
Additionally, the fact that they have only one advisor could potentially limit their availability and ability to handle a large client base simultaneously.
In summary, Money Smart Ireland’s comprehensive services, transparent fee structure, and extensive experience position them as a prominent choice for individuals seeking reliable financial advice in Ireland.
Clear investment recommendations
“We were really worried about investing but Fonz gave us a comprehensive plan with clear investment recommendations that gave us confidence in our future financial status.” – Mr and Mrs C, Co. Wicklow
Best course of action
“Money Smart advised me on my best course of action and had a thorough understanding of the commercial realities of starting a business. I would be happy to recommend Money Smart to anyone that needs assistance assessing and planning their future financial plans.” – Mr D, South Dublin
2. Metis Ireland
|ADDRESS||Lis Cara Business Centre, 51-52 Fitzwilliam Square, Dublin 2|
|CONTACT DETAILS|| |
PHONE: +353 190 81500
|OPERATING HOURS||Monday to Friday, 9:00 a.m. - 5:00 p.m.|
Metis Ireland has established itself as one of the premier financial advisors in Ireland, offering a range of notable advantages.
Their step-by-step process, designed to cater to both first-time and non-first time clients, is highly praised.
Through their Metis Lifeplan, even individuals with previous financial experience can benefit from a structured and comprehensive approach.
Clients appreciate the convenience of easily setting appointments via the web, streamlining the scheduling process.
Metis Ireland sets itself apart by adopting a life-centered approach, taking into account individual circumstances, goals, and aspirations to create tailored financial plans.
Moreover, clients commend the firm for handling all necessary paperwork, alleviating a significant burden from their shoulders.
Another standout feature is Metis Ireland’s commitment to providing yearly plan reviews.
This ensures that the financial strategy remains aligned with clients’ evolving needs and allows for adjustments to be made when necessary, enhancing the overall effectiveness of the plan.
However, some clients note that the financial program descriptions provided by Metis Ireland may be too broad, potentially leaving room for ambiguity.
Additionally, the cost of their services, including fees ranging from €500 to €3,000 + VAT, implementation fees of 0-4%, and annual service fees of 0.5%-1%, might be perceived as relatively high by some individuals.
Despite these considerations, Metis Ireland’s step-by-step process, easy appointment setting, and life-centered approach, contribute to their reputation as a top financial advisor in Ireland.
“I had a great experience with the guys at Metis Ireland. I found all the guys very knowledgeable and very professional. They explained everything to me in simple to understand language and provided me with exceptional financial advice and how it will all work for me. I would highly recommend them.” – Ballykisteen Golf Club
“Excellent team at Metis Ireland but particularly Cian Callaghan. He has always given me sound advice with a clear plan and great follow-up. Dynamic, practical and professional, I have no hesitation in recommending Cian and the team for planning your financial future.” – Cormac Cawley
3. Keenan Financial Planning
|SERVICES||Independent Advice, Protection, Savings & Investments
Business Owners, Retirement Planning, Mortgages
|ADDRESS||Vallymount, The Rise, Main Street, Blanchardstown, Dublin 15, Ireland|
|CONTACT DETAILS|| |
PHONE: +353 858 588626
|OPERATING HOURS||Monday to Friday, 9:00 a.m. - 5:30 p.m.|
Keenan Financial Planning emerges as one of the leading financial advisors in Ireland, known for its various services and expertise.
With a commitment to tailored solutions, Keenan Financial Planning ensures that each client receives a personalized program that suits their unique needs and goals.
Kudos to the professionalism and extensive experience of the advisors, who possess the knowledge to guide them through any financial matters.
We like that Keenan Financial Planning has capital-guaranteed investment options, offering clients a sense of security and peace of mind.
We also like that it provides comprehensive programs specifically designed for business owners, covering crucial aspects such as pensions and shareholders’ protection.
Their expertise in bespoke protection and insurances, including life insurance, mortgage protection, specified illness cover, income protection, and additional benefits, is highly regarded.
However, it’s important to consider a few drawbacks.
Keenan Financial Planning doesn’t offer free consultations, which might deter some potential clients seeking initial advice without a commitment.
Moreover, their closure on weekends might limit accessibility for individuals who prefer weekend appointments.
Still, Keenan Financial Planning’s tailored programs, experienced advisors, and capital-guaranteed investment options make them a standout choice among financial advisors in Ireland.
Not to mention, this firm has comprehensive business owner programs, and bespoke protection and insurances that will ensure that any financial matter you have in mind is properly addressed.
Quick to respond
“I was getting to that age where I needed to start thinking about restarting or resurrecting my pension contributions again and I was put in contact Gavin through my employer. I have to say Gavin was very easy to deal with and explained all the best options available to me in simple terms to ensure I made the correct decision. Gavin is a pleasure to deal with and always quick to respond to any questions or queries I may have.” – Philip Hamill
Easy to deal with
“I had no previous experience of investing money. However, I wanted to invest part of my retirement lump sum and Gavin walked me through the whole process. I found him to be helpful and easy to deal with. Excellent communicator and I am very happy with the final package that he recommended.” – Rita McArdle
4. Rockwell Financial
|SERVICES||Pensions, Financial Planning, Wealth Management
Contractors Wealth Management, Mortgage Advice
|ADDRESS||103 Francis St, The Liberties, Dublin 8, D08 Y70F, Ireland|
|CONTACT DETAILS|| |
PHONE: +353 129 66120
|OPERATING HOURS||Monday to Thursday, 9:00 a.m. - 5:30 p.m.
Friday, 9:00 a.m. - 1:00 p.m.
Rockwell Financial has established itself as the leading financial planner and advisor in Ireland, offering a range of exceptional services and benefits.
We found as one of their key strengths the presence of multiple experienced advisors, ensuring clients have access to a diverse pool of knowledge and expertise.
This wealth of talent enables Rockwell Financial to provide comprehensive financial programs, catering to various needs such as mortgages, personal finance, business planning, retirement strategies, employee benefits, and wealth management.
What we like most here is the Employee Benefits program, which goes beyond traditional financial services.
This program includes courses on retirement planning, budgeting, mortgages, and savings, while also incorporating modules on nutrition, mindfulness, and personal fitness.
This holistic approach sets Rockwell Financial apart by recognizing the importance of overall well-being in financial planning.
Also, Rockwell Financial’s insightful retirement plans are widely recognized for their effectiveness and strategic guidance.
Additionally, their achievements in the industry are underscored by their status as the Broker Award Winner for Pensions Broker Expert in 2022, further reinforcing their expertise and credibility.
While specific information regarding consultation rates is unavailable, clients should be aware that Rockwell Financial’s availability may be limited as they are closed on weekends.
Overall, it’s an ideal choice for those who need help on financial management due to the firm’s established expertise on money talks.
“Wonderful experience working with Keith from Rockwell. I’m a novice to financials and investment, but Keith took the time to explain everything in detail – but in a way that was easily understood. Would absolutely recommend Rockwell for any & all financial needs.” – Catherine Cotter
“I was impressed by the integrity, knowledge and expertise of Rockwell Financial. Even in our initial call, Robert gave me some very practical tips that I can start actioning immediately to improve my finances. Highly recommended.” – Nick van Mierlo
5. Advice First Financial
|SERVICES||Retirement and Pensions Planning, Life Insurance and Protection
Mortgages, Investment Advice
|ADDRESS||2 Port Road, Letterkenny, Co. Donegal, Ireland F92 F99F|
|CONTACT DETAILS|| |
PHONE: +353 749 103938
|OPERATING HOURS||Monday to Friday, 9:00 a.m. - 6:30 p.m.|
Advice First Financial stands out as one of the premier financial advisors in Ireland that is very accessible.
We like the firm’s commitment to convenience, which is evident through their easy appointment scheduling system, allowing clients to book appointments online at their own convenience
Clients can rely on the expertise of an experienced advisor with over 30 years of industry experience, ensuring a high level of knowledge and guidance.
What’s more, Advice First Financial offers various retirement programs tailored to individual needs, including Personal Pensions, Executive Pension, Approved Retirement Funds, Personal Retirement Savings, and Personal Retirement Bond.
This comprehensive range ensures that clients have access to retirement solutions that align with their unique circumstances and goals.
The firm’s broad coverage of Life Cover, encompassing illnesses, income protection, tax relief, business protection, and mortgage protection, provides clients with a comprehensive safety net.
Additionally, Advice First Financial offers a helpful savings plan for children’s education, recognizing the importance of financial planning for future educational needs.
While Advice First Financial provides an introductory consultation with no obligation, it’s worth noting that the firm operates with one advisor only.
This limited availability may impact the accessibility for clients seeking immediate assistance.
Additionally, specific rate information is not available online, which can make it challenging for clients to assess the cost of services without further inquiry.
Still, we recommend trying this financial advisor to help you figure out your retirement financial planning needs.
Ideal for peace of mind
“Myself and my husband had the pleasure with dealing with Pascal and the team over the past year as we bought our first home. From the first meeting our minds were put at ease as Pascal explained everything so well. He worked around our busy schedules as we were also wedding planning at the time and really helped take the stress of applying for and obtaining a mortgage. We can’t thank the team enough and highly recommend Advice First for peace of mind.” – Orla Patton
“We have been dealing with Pascal at Advice First since 2005. He has helped us so much through the years with our mortgage, Life Insurance, Income Protection and financial guidance. Pascal is so kind and explains everything so well. His attention to detail is second to none and always on hand if we need advice. I would highly recommend Advice First Financial Services.” – Caroline & Gary McLaughlin.
FAQs About the Best Financial Advisors in Ireland
Now that you’ve discovered the best financial advisor in Ireland to secure your financial future, don’t wait, take control of your finances and reach out to a top-rated advisor today!
Check these out for more information:
- The 5 Best Financial Advisors in Dublin
- 5 Best Financial Advisors in Galway
- Financial Literacy 101: The Essential Guide to Personal Finance