About Us
Forsythe Financial Planning is owned by John Forsythe, who has over 30 years of experience in the financial services industry and has been serving clients in Carrigaline and across Cork since 2009.
John is originally from Crosshaven and has lived in Carrigaline for over 25 years. John has a strong understanding of the local community’s needs and financial landscape.
Experienced Financial Advisor
Why Choose Forsythe Financial Planning for Expert & Trusted Advice
Welcome to Forsythe Financial Planning, your trusted financial advisor based in Carrigaline. At Forsythe Financial Planning, we are passionate about helping individuals, families, and businesses in Carrigaline and the surrounding areas achieve their financial goals.
As a leading financial planning firm in Carrigaline, we pride ourselves on our transparent approach, integrity, and commitment to client success.
Expert Trusted Advice
A trusted name in financial planning
What sets Forsythe Financial Planning apart from other financial planning firms
Local Expertise
Experience and Local Knowledge
John Forsythe has been providing impartial financial advice since 1991 and has served clients throughout Cork for over 30 years. We are based in Carrigaline and work with clients throughout Cork. This gives us a strong understanding of the local community’s needs and financial landscape
Non-Aligned
Impartial Advice
As a non-aligned financial advisor and broker, Forsythe Financial Planning offers unbiased recommendations on pensions, investments, and financial protection. We compare options from a wide range of providers to secure the best solutions for clients. We price match and apply special broker discounts where possible.
Personalised Service
Long-term clients
We pride ourselves on building lasting relationships with our clients. We take the time to understand each client’s financial situation and goals, and provide bespoke solutions to help them achieve both business and personal objectives. Many of our clients have used our services for 20 years or more.
Range of Services
Comprehensive Service Offering
Forsythe Financial Planning covers all aspects of financial planning, including pensions, investments, and insurance, ensuring clients receive holistic advice for every stage of life. We offer Fee-Based Financial Services for those who do not want or need a particular product but want us to research and investigate all their financial provisions, resulting in a comprehensive report with recommendations.
Financial Management
Stress-Free
Forsythe Financial Planning takes on the responsibility of researching the market, comparing products, and handling claims, removing the burden from clients and simplifying the financial planning process. Our job is to understand your objectives and concerns and to create a portfolio appropriate to your specific circumstances. We will show you all the options, explain exactly what each means, and make sure you are confident about your eventual decision.
High service standards
Strong Reputation
Our firm’s reputation for professionalism and trustworthiness is reinforced by long-standing client relationships and a commitment to high service standards. When choosing a financial services firm for investment management, it’s important to consider
Customer service. Choose a firm that is responsive to your needs and provides good customer service.
Discovery Call
A short phone call is typical. During this call, we will take the time to understand your unique financial situation, goals, and concerns. Whether you’re planning for retirement, looking to invest, or seeking to protect your family’s future, this call is designed to help you explore your options in a relaxed and confidential setting.
Book your discovery call today and take the first step toward a more secure financial future.
Initial Meeting
The initial meeting is where we get to know you, your current financial situation, your objectives, issues or potential obstacles, and any thoughts or concerns you might have about your finances. From there, we gather all the necessary personal information that will allow us to perform a full financial review.
The initial meeting is free and can be done in person or online.
Research
Once you are satisfied that we have all the relevant personal information we move to onto the next stage of our service cycle – research.
We research the market for the most suitable product offerings for your unique situation.
Recommended Actions
When we have concluded our research, we prepare a full financial report based on our findings and recommendations.
Implementation
The next stage is putting into action any further steps you decide to make.
At this stage it’s important that you take some time to consider your step.
Ongoing Reviews & Advice
We recommend a review to be done every 6 to 24 months, depending on your needs and circumstances.
Our Fee Based Service
We offer a Fee-Based Financial Service for those who do not want or need a particular product but simply want us to research and provide specific advice resulting in a comprehensive report with recommendations.