Expert Pensions & Retirement Advice Cork

Why Choose Forsythe Financial Planning?

When it comes to your life savings, pensions, and family security, credentials and transparency matter. We build our practice on strict professional standards so you can look ahead with complete clarity.

• Qualified Expertise: John Forsythe, QFA, FLIA RPA, is one of Ireland’s most experienced Financial Advisors. John has been involved in the financial services industry since 1991 and has a proven track record of delivering robust research-based financial solutions to a wide and varied client base.
• Decades of Experience: By developing lasting relationships, John has helped his clients navigate diverse market cycles and changes in pension and financial services legislation, ensuring that they are fully aware of any issues which may impact their financial plans.
• Objective, Independent Guidance: As a non-aligned financial broker, John’s firm, Forsythe Financial Planning, is not tied to any single bank or insurance provider, so our advice focuses on what serves you best.
• Regulated Security: Forsythe Financial Planning is fully regulated by the Central Bank of Ireland, ensuring the highest level of consumer protection and regulatory oversight.

What to Expect on Your 20-Minute Discovery Call

This initial conversation is a relaxed, two-way assessment conducted via a secure video link or a standard phone call. There is absolutely no high-pressure sales pitch.

• Identify Your Priorities: We will discuss what you want to achieve, whether that is early retirement, restructuring old pensions, reducing your tax liability, or investing a lump sum.
• Assess Compatibility: We will outline how our wealth management process works to ensure our services align perfectly with the complexity of your financial needs.
• Transparent Fee Overview: We will explain exactly how our fee-based or commission structures work, ensuring total clarity before you ever spend a euro.
• Clear Next Steps: If we are a good fit, we will explain how to transition to a formal financial planning review; if not, we will happily point you toward the right resources.

How to Prepare (No Homework Required)

You do not need to dig out decades of paperwork or exact bank statements for this initial chat. To get the most out of our time together, simply come ready with:

• A Rough Overview: A broad, rounded estimate of your current pensions, savings, or investment values.
• Your Core Goals: The main financial milestones or worries currently on your mind.
• Your Questions: Any specific questions you have for us regarding our qualifications, investment philosophies, or ongoing client care.

Is there really no fee for the discovery call?

No, our financial discovery call is 100% free with absolutely no obligation to commit. We believe you should never have to pay just to find out if an advisor is the right fit for your financial future.

Why is this initial consultation free?

Compatibility Check: It ensures your financial needs align with our specialised financial planning services before any formal relationship begins.
No Advice Is Given: Because we do not provide specific product recommendations, fund selections, or actionable advice during this brief introductory chat, no regulatory or advisory fees apply.

Will I be pressured into buying anything?

No, there is zero sales pressure. Forsythe Financial Planning is built on trust and transparency. If we both feel there is a mutual fit at the end of the 20 minutes, we will explain how our formal planning process works. If not, we will happily point you in the right direction.

What documents should I have ready?

For a 20-minute introductory discovery call, you do not need to gather a mountain of paperwork or exact statements.

The main goal of this initial chat is to discuss your high-level goals and see if there is a mutual fit. Having exact numbers is not necessary yet, but having a general sense of your financial landscape is highly beneficial.