Financial planning services in Cork
Book Your Free Financial Discovery Call
Taking control of your financial future starts with a simple, no-obligation conversation. At Forsythe Financial Planning, we believe you shouldn’t have to pay just to find out if an advisor is the right fit for your family or business. Our 15- to 20-minute discovery call is completely free, highly confidential, and designed entirely around your goals.
Book Financial Review
Book a Financial Review and take control of your financial future.
Book Pension Review
How much do you really know and understand about your pension?
Book Investment Review
Make your money make money. Beat the Banks.
Book Protection Review
Protect what matters most and get financial peace of mind.
Business Owner Services
Talk to us about your own pension and your employees’ benefits.
Retirement Planning
If you are about to retire, then you need financial advice.
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 forward to the future with absolute clarity.
- Qualified Expertise: Our team consists of fully regulated, Qualified Financial Advisors (QFAs) bound by a strict code of ethics and continuous professional development.
- Decades of Experience: We have navigated diverse market cycles, helping individuals, professionals, and business owners across Ireland secure their wealth and optimise their tax efficiency.
- Objective, Independent Guidance: As independent financial brokers, we are not tied to any single bank or insurance provider, meaning our insights are entirely focused 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 allows both you and our team to ensure your financial needs align with our specialised wealth management 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 15-to-30 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.
Testimonials are a social proof, a powerful way to inspire trust.
Testimonials are a social proof, a powerful way to inspire trust.
Testimonials are a social proof, a powerful way to inspire trust.
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