We make the complex world of finance easy to understand
Fully Independent, registered & regulated by the Central Bank of Ireland
Two generations of financial expertise in one company
Client-centric approach to financial services
FIDUCIAM FINANCIAL PLANNING
At Fiduciam Financial Planning we focus on helping our clients achieve financial independence. Our suite of financial services are designed around the evolving needs of Irish families. As a family-owned and operated financial management company, we understand the need for our clients to make their money work for them. Equally, we understand how intimidating and confusing the financial sector can be.
Therefore, all our financial advice and financial planning recommendations are delivered in plain English. We avoid confusing financial jargon and make sure our customers understand the importance of our financial services. This absolute commitment to customer service has allowed us to develop an ever-expanding portfolio of returning clients.
Whether you need a mortgage broker in Dublin or advice on income protection insurance, we can create a fully customised service that helps our clients achieve financial stability.
Investment Advice
What are your investment objectives? Fiduciam Financial Planning can recommend a variety of smart investments that help you grow your nest egg. Our pre-investment consultations help gauge your comfort level, your attitude to risk and of course we answer all your investment questions.
Mortgage Broker
Fiduciam Financial Planning are one of Dublin’s most established independent mortgage brokers. We demystify the process of applying for a mortgage for first-time buyers, help current homeowners save money by switching their mortgage and can help familes or individuals apply for a holiday home loan.
Life Insurance
We are an independent life insurance brokerage firm that is committed to searching the entire life insurance market to get our clients the very best life insurance deal possible. Our brokers are available to answer all your life insurance questions and address any concerns you may have.
Investment Planning
Planning for a brighter financial future? Investment planning helps to build up that nest egg while bringing a level of future security to your finances. Our financial service experts can make recommendations on future investments based on your comfort level and current financial status.
Commercial Financing
Looking to set up or even expand a current commercial venture? Fiduciam Financial Planning can help both start-ups and established businesses develop a growth plan. Acting as financial advisors we make recommendations and are always available to offer expert commercial finance advice.
About Fiduciam Financial Planning
Our clients are at the centre of our financial management services. Our financial consultants work with you to build a strong relationship based on professional financial advice that helps you to achieve your goals.
As financial advisors and mortgage brokers, we constantly strive to have the greatest range of financial service products. We are also always avaibale to offer advice to meet the needs of our clients as they move through the various stages of their lives. Our goal is to help you achieve financial independence.
Our Services
Financial Planning - the core of your financial future
Retirement Planning & Pensions
Investments and Savings
Financial Protection
Mortgage Lending and Restructures
Business Protection
Group Pension and Risk Schemes
Fiduciam Financial Planning FAQ
I need a financial consultant near me. What is your catchment area?
We are a financial services company based in Dublin. We are available to clients all over Dublin and the surrounding counties. All our financial planning services can be completed remotely allowing us to offer our financial expertise to clients nationwide.
Do I need to speak to a mortgage broker before applying for a first time mortgage?
Strictly speaking, no. You aren’t by any means obligated to speak to a professional mortgage broker. You can converse with some mortgage lenders on your own. However, mortgage brokers are regulated by the Central Bank of Ireland and have specialist expertise. A mortgage broker can advise on the right leading terms for your unique situation, help with paperwork, explain any aspect of the process that’s confusing, and most importantly, get you the best mortgage deal possible.