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Financial Advisor

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  • 23-05-2017 10:16pm
    #1
    size5
    Registered Users Posts: 266 ✭✭


    Could someone recommend me a Financial Advisor(preferably fee paying i.e.independent) on the Northside-as loads on the net but just have had no recommendations!!

    Many thanks


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    #2
    dslamjack
    Registered Users Posts: 556 ✭✭✭dslamjack


    I would recommend a company called .... Total Finacial Advice Ltd,Num 15 ,Seapoint building ,44/45 Clontarf rd,D3.
    Good trust worthy advice and don't charge an arm and a leg,pm me if you want more info.


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    #3
    Dizzyblonde
    Moderators, Category Moderators, Politics Moderators, Recreation & Hobbies Moderators, Society & Culture Moderators, Regional East Moderators Posts: 12,110 CMod ✭✭✭✭Dizzyblonde


    size5 this is the Dublin County North Forum. If you're looking for someone in the confines of the city I can move this to the relevant forum if you like.


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    #4
    roycon111
    Registered Users Posts: 65 ✭✭roycon111


    It depends what you are looking for

    Mortgage Broker, basic pension stuff etc - allfinancials in Raheny will do everything and they are fine and cheap and cheerful

    If you are looking for a proper accountant then go to OSK in East Point or McInerney Saunders out in Swords (i.e. helping out with bank negotiations if you are having trouble with repaying your mortgage or need some business and tax related advice)

    If you are looking for independent pension, investment and wealth management then go for someone like independent trustees or bastow charleton wealth management (i.e. - looking to invest a lump sum from a pension payment of 300k etc.) but these are both in the city centre.

    If you want more information then best to post on ask about money


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    #5
    size5
    Registered Users Posts: 266 ✭✭size5


    Dizzyblonde wrote: »
    size5 this is the Dublin County North Forum. If you're looking for someone in the confines of the city I can move this to the relevant forum if you like.

    No North Dublin is good-dont be in the city much-but appreciate the thought


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    #6
    Pawwed Rig
    Moderators, Category Moderators, Home & Garden Moderators, Recreation & Hobbies Moderators Posts: 22,379 CMod ✭✭✭✭Pawwed Rig


    What exactly are you looking for?


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    #7
    size5
    Registered Users Posts: 266 ✭✭size5


    Someone Northside whom could advise on investment of a lumpsum.


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    #8
    micar
    Registered Users Posts: 1,895 ✭✭✭micar


    Have a look on

    Www.piba.ie or Www.iba.ie


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    #9
    roycon111
    Registered Users Posts: 65 ✭✭roycon111


    Depends on how big the lump sum. If its larger than 200k go into Bastow Charleton Wealth Management or Independent Trustees. If its smaller then head to allfinancials and they'll give you advice on some product you can invest in.Usually an ETF or mutual fund product


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