Financial planning Cork

Financial Planning Review Cork | Forsythe Financial Planning

Financial planning gives structure to your money decisions. We help you understand where you are now, what you want to achieve and what steps will move you closer to that position.
This may include reviewing your income, savings, pensions, investments, protection, mortgage commitments, family needs, business interests and retirement goals.

Book a Consultation

We can help with

Building a personal financial plan
Reviewing your current financial position
Setting short, medium and long-term priorities
Planning around family, mortgage and education costs
Preparing for major life changes
Reviewing existing policies, pensions and investments
Creating a practical action plan

What you get

A personalised financial plan that sets out your current position, your options and the steps recommended for your circumstances.

How we charge is agreed in writing before any work starts.

financial planning consultancy services in cork

Retirement & Pension Planning

Maximising tax-efficient pension contributions, reviewing existing funds, and mapping out your retirement income.

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Personal & Family Protection

Life assurance, serious illness cover, and income protection to safeguard your loved ones.

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Investment & Wealth Management

Tailored investment strategies matching your risk profile and long-term financial ambitions.

Full Financial Review with ongoing guidance

Robust financial plans to help you identify and achieve your financial goals.

Why Choose Forsythe Financial Planning?

Local Cork Presence: Based in Carrigaline, County Cork, serving clients locally and across the surrounding county since 1991.
Regulated & Trusted: Forsythe Financial Planning is regulated by the Central Bank of Ireland.
Client-First Approach: We speak in plain English—no confusing financial jargon or pushy sales tactics.

Schedule a Discovery Call

What to Expect in Your Initial Consultation

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Discovery & Listening: We discuss your current financial situation, short-term needs, and long-term aspirations.
Review & Analysis: We review your pensions, policies, and assets to identify opportunities or hidden gaps.
Actionable Roadmap: Together we will build a transparent, step-by-step strategy tailored to your life stage and budget.

Income, savings, pensions, investments, protection, mortgage commitments, family needs, business interests and retirement goals. The plan sets out where you are, your options and the steps recommended for your circumstances.

Individuals, couples and families who want a structured review of their money, goals and responsibilities, including when a major life change is coming up.

No. Many clients come with a broad question, such as whether they are on track for retirement, whether their pension is suitable or whether their family has enough protection in place.

Yes. A financial plan can include a review of existing policies, pensions and investments, and a practical action plan for what to do next.

Take Control of Your Financial Future with a Local Cork Advisor

Navigating pensions, investments, retirement milestones, and life cover can feel overwhelming. At Forsythe Financial Planning, we believe that working with a local financial advisor in Carrigaline gives you a distinct advantage. We provide clear, independent, and jargon-free guidance to help you build, protect, and manage your wealth, right here in the local community.

Whether you are planning for retirement, buying a home in County Cork, or looking to structure your family’s financial security, our face-to-face initial consultation gives you a roadmap tailored to your goals.