Financial Services

Financial Planning & Guidance

Forsythe Financial planning

With competitive and tailored solutions, let us help you take care of your financial planning

WHY US?

Welcome to Forsythe Financial Planning, a Financial Broker working with individuals, families and business owners to identify and achieve financial goals. We advise on various financial services such as pensions, investments and financial protection.

We provide research-based solutions to personal and corporate clients.

Forsythe Financial Planning is a member of Brokers Ireland, the professional Financial Broker Network and, the Life Insurance Association (LIA).

The Central Bank of Ireland regulates Forsythe Financial Planning.

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Our Mission

We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their passion, dreams and talents.

Our Vision

Our vision is to be trusted and respected by our families, clients, and profession as the model financial advisory firm that helps others as they transition through life’s financial cycles.

The Benefits of using a Financial Broker

Brokers have access to a variety of insurers’ products and can compare various product offerings and advise on the best service provider, best cover rate from the most suitable provider – every time!

There are a number of regulatory bodies that ensure that the function and practices of Financial Brokers are properly regulated and to protect the interests clients.


Choice

Financial Brokers have access to a variety of insurers’ products and can compare various product offerings and advise on the best service provider, and best cover rate from the most suitable provider – EVERYTIME!

Relationships

A Financial Broker’s leading duty is to his or her client. Financial Brokers look at building customer loyalty and long-term relationships and spend time getting to know and understand the needs of their clients.

Expert Advice

Just like an accountant or lawyer, based on years of experience and training a Financial Broker can provide the same professional advice to you on your insurance.

Responsibility

Financial Brokers take away the burden and stress of searching the market and handling claims. The broker is the one who takes the responsibility on your behalf.

Peace of Mind

In the event of a claim and or general queries brokers guide consumers through the claims process and effectively manage the claim on the client’s behalf.

Security

All Financial Brokers are regulated by the Central Bank of Ireland and relevant legislation so, you are protected at all times.

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How to create and start a free financial plan

We have partnered with Zurich Life to provide you with a Free Financial Health Check

Our Financial Health Check is simply a way to help you manage your finances regularly. It can include the identification of potential risks and opportunities you need to consider to achieve your short and long-term financial goals.

Understanding your financial situation is an important first step towards achieving a stable and successful financial future. By taking the time to assess your current financial position, you can gain valuable insights into your income, expenses, assets, and debts.

This knowledge can empower you to make informed decisions when it comes to budgeting, saving, investing, and planning for the future. By understanding your financial situation, you can get a clear picture of where you stand financially and identify areas for improvement. Take the first step and get in touch today.

Our Financial Health Check, is a useful tool to get you started with your financial planning. Once you complete the Financial Health Check, you should get in contact with us to arrange a follow-up consultation.

We can answer any questions or queries you might have and provide you with the personal advice you need.

Alternatively, contact us directly to arrange a face-to-face or remote consultation

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The Value of Financial Advice

The value of expert financial advice has never been more compelling in helping families and individuals identify and achieve their financial goals.

The Value of Financial Advice

Laying the Foundations for Financial Stability

The value of expert financial advice has never been more compelling in helping consumers achieve their
financial goals and address their financial requirements through professional and objective advice
on protection; savings/investments and pension offerings.

More Pension Coverage

73% of those who use financial advice own a pension, compared to 34% who do not.

Bigger Pension Pots

The average pension pot is valued at €128,933 for those who use financial advice and €62,600 for those who do not. This represents a 105% difference in those who have used financial advice.

More Successful Investment Outcomes

The amount in savings/investments for those who have used financial advice is €81,890 by comparison to €53,200 for those who have not used financial advice 53% higher in value than those who do not

More Confident About Future Financial Needs

55% feel more confident that they are in control of their finances having sought financial advice.

Financial Planning

Financial advice you can trust

Qualified Impartial Financial Advice

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Arrange a Full Financial Review

Identify and achieve your financial goals using our Full Financial Review.

Take the first step towards a secure financial future

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GET STARTED

Start your financial planning journey.