Podcast 159: Finding Financial Advice in Ireland

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Manage episode 246479337 series 1258775
By Paddy Delaney, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Looking for Financial Advice in Ireland you can trust? A few weeks ago I did a piece on finding 'Independent Advice in Ireland', this week I intend to share some ideas that might help you evaluate a firm before engaging them.

"I just checked my investment portfolio - now I know why they call them Brokers" - anonymous. I came across that quote in a sketch cartoon recently and found it amusing. With MSCI Index up over 20% so far this year it's not really applicable however!

Perhaps you already have an advisor but are unclear about their intent, fees or abilities. You may have had several over the years but none really 'did it' for you! Or perhaps you are thinking about engaging one for the first time. I hope this piece will help a little.

I fully accept also that being a fully independent fee-based advisor, I will carry some biases here - but as always I'll tell it as I see it.

Paddy

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