Navigating your financial future can be complex, but having the right financial planner by your side can make all the difference. Here’s a comprehensive list of some of the top financial planning services in Dublin, each offering unique expertise and personalized solutions.
1. Financial Planning Matters
What You Need to Know:
Financial Planning Matters is committed to helping clients achieve their financial goals through a tailored approach. Their team specializes in various areas, including personal financial planning, pension planning, and investment strategies.
Best For:
- Comprehensive financial planning
- Retirement and estate planning
- Wealth management
Customer Rating:
4.8/5 stars
Vibe:
Holistic, client-focused, supportive
Contact:
📞 Phone: +353 1 233 7723
📧 Email: advice@fpms.ie
📍 Address: Suite 1, The Cubes Offices, Beacon South Quarter, Sandyford, Dublin
2. Hegarty Financial Management
What You Need to Know:
With over 40 years of experience, Hegarty Financial Management provides professional advice in pensions, investments, and mortgages. They focus on building long-term relationships with clients while managing significant assets.
Best For:
- Mortgage advice
- Pension planning
- Protection planning
Customer Rating:
4.9/5 stars
Vibe:
Established, family-run, trustworthy
Contact:
📞 Phone: +353 1 497 2544
📧 Email: info@hegarty.ie
📍 Address: 47 Lower Mount Pleasant Avenue, Rathmines, Dublin
3. askpaul™
What You Need to Know:
askpaul™ is known for providing jargon-free, personalized financial advice. Their services cover everything from retirement planning to investment strategies, making it accessible for everyone.
Best For:
- Personal finance consultations
- Savings and investment advice
- Business owner consultations
Customer Rating:
4.7/5 stars
Vibe:
Friendly, approachable, expert guidance
Contact:
📞 Phone: +353 01 295 5766
📧 Email: questions@askpaul.ie
📍 Address: 2nd Floor, Maple House, Lower Kilmacud Road, Stillorgan, Co. Dublin
4. Investwise
What You Need to Know:
Investwise focuses on a fee-based financial advisory model, ensuring that clients receive unbiased advice tailored to their specific goals. They specialize in pensions, investments, and comprehensive financial planning.
Best For:
- Fee-based financial planning
- Retirement and investment advice
- Business financial planning
Customer Rating:
4.6/5 stars
Vibe:
Transparent, client-first, professional
Contact:
📞 Phone: +353 (0)1 912 0830
📧 Email: info@investwise.ie
📍 Address: 6-7 Fitzwilliam Square East, Dublin
5. Mason Wealth Management
What You Need to Know:
Mason Wealth Management offers a wide range of financial services, including wealth management, mortgage services, and investment planning. Their focus is on providing tailored advice to help clients achieve financial security.
Best For:
- Wealth management
- Mortgage and pension advice
- Protection planning
Customer Rating:
4.8/5 stars
Vibe:
Professional, experienced, dedicated
Contact:
📞 Phone: +353 01 902 0001
📧 Email: info@masonwealth.ie
📍 Address: Dublin and Celbridge locations
6. All Financials
What You Need to Know:
All Financials is a Dublin-based financial advisory firm that offers personalized advice on mortgages, pensions, and insurance. Their team prides itself on its strong relationships with clients and commitment to transparency.
Best For:
- Mortgage assistance
- Protection and savings planning
- Investment advice
Customer Rating:
4.9/5 stars
Vibe:
Family-run, client-centric, supportive
Contact:
📞 Phone: +353 1 851 3090
📧 Email: info@allfinancials.ie
📍 Address: 63 St Assam’s Park, Raheny, Dublin
These financial planners in Dublin are equipped to help you navigate your financial journey with confidence. Whether you’re preparing for retirement, buying a home, or managing investments, don’t hesitate to reach out to them for expert guidance!