Think about the term “financial advisor dublin” and what comes to your thoughts when you do?
Financial advisors offer advice on how best to manage your finances. They do this so you get the most out of your money and lifestyle.
Financial advisors can specialise in a range of different areas including reducing your debt, advising on managing investments and pension and retirement planning. However, these are only a few areas of expertise and the emphasis is on vast.
The buzzword linking all financial advisors together is “handling money”.
The Financial Advisor Dublin Process
When you approach a financial advisor in Dublin for the first time you will establish exactly what you’re looking for and hope to gain from their financial advice.
The financial advisor will then analyse how much money you make, your existing assets and liabilities.
Your goals will be discussed in order to understand where you want to get to and compared with your current financial situation drawing from the information you provide.
The financial advisor will offer recommendations based on expert advice and draft out a suitable plan of action for you to make those goals become a reality.
Choosing A Financial Advisor Dublin
With so many financial advisors in Dublin to choose from you are more than likely overwhelmed by the sheer volume. You could be asking yourself the question “How do I choose a financial advisor in Dublin?”.
The below factors are a guideline on what to consider.
Make Sure They Are Certified
Before making your decision make sure the financial advisor you are considering is fully accredited and certified.
The minimum standard you should be looking for in an Advisor is QFA status. The best in class qualification is Certified Financial Planner (CFP).
To become a Certified Financial Planner (CFP) in Ireland one must complete the three year experience required in financial planning as set out by FPSB Ireland and hold a Graduate Diploma in Financial Planning. A Graduate Diploma in Financial Planning is a Degree course offered in conjunction with UCD, LIA and Institute of Bankers.
A list of all Certified Financial Planners is available on the Financial Planning Standard Board’s Website www.FPSB.ie
Meet Them In Person
You are more than likely going to be working with a financial advisor for many years to come. For this reason it is important to go out and meet them in person to get a sense of who they are and if you will get along.
There is no point working with a financial advisor who you don’t like and it’s particularly crucial that a financial advisor gets the full picture of you and your situation.
Clarify Their Fees
Meeting or discussing how to manage your money and your goals is not a time for ambiguity.
You need to make sure the financial advisor you are considering is abundantly clear about how much they charge for their time and services.
The information provided should include all fees, seen and unseen so both parties are on the exact same page and trust is established.
Understand Their Service Offerings
A full understanding of what your potential financial advisor offers in terms of service is essential. Ask all of the questions you are burning to know.
Do they offer financial planning as a service? How often will you meet? How exactly will they help you achieve your goals?
The answers you receive should be satisfactory and reassuring for you.
A Full List Of Our Services
At Mason Wealth Management we have been working with professionals in the pharmaceutical, medical, IT, business and financial sectors for over 20 years.
We pride ourselves on putting you first as our core approach. We have full faith in our process which has delivered successful outcomes for our clients time and time again.
We believe it is only through respect, a can-do attitude and being enthusiastic in our work that we can achieve life-long relationships with our clients.
Mason Wealth Management operate an open communication policy and our ongoing full-service financial planning includes:
- Pension and Retirement Planning
- Savings and Investment Advice
- Estate Planning and Inheritance
- Life Insurance
- Income Protection
- Critical Illness Cover
- Succession Planning for Business
To find out more on how Mason Wealth Management can help you have a browse through our website and call us today on 01 969 5786.
One Final Note
We are currently giving away a book titled “Enough? How Much Money Do You Need For The Rest Of Your Life?” by Paul D. Armson.
The author, a financial advisor since 1982, brings you on a path to discovering exactly how much money you need to support a healthy and balanced lifestyle and the importance of making the most out of the time you have right now before it’s too late. We work closely with the author and are part of a Financial Planning group in the UK that share similar views.
We give a copy of this book to all our new clients and the feedback has been extremely positive. It is a 2 hours read and we promise you there are no numbers in it.
For your free copy you can fill out our contact form or email [email protected]. Terms and conditions apply.