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Financial Service

Financial Service

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We have helped thousands of clients achieve financial independence. Schedule a conversation with us today to see how we can help you.

We make the complex world of finance easy to understand

We make the complex world of finance easy to understand

Fully Independent, registered & regulated by the central bank of Ireland

Fully Independent, registered & regulated by the Central Bank of Ireland

Two generations of financial expertise in one company

Two generations of financial expertise in one company

Client-centric approach to financial services

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.

To schedule a consultation with our expert financial consultants, get in contact with Fiduciam Financial Planning today.

Pensions

Pensions

Planning for your pension doesn’t have to be painful. Our pension planning expert can talk you through pension planning using straightforward English. We help take the stress, worry and confusion out of pension planning.

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.

Investment Advice
Mortgage Broker

Mortgage Protection

Protect what matters with our mortgage protection insurance. Our expert brokers recommend the right type of mortgage protection for our clients. As we’re fully independent, we search all the major insurance companies to find the right income insurance quote for you.

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.

Mortgage Broker
Income Protection

Income Protection

Interested in shopping around for salary protection insurance? Fiduciam Financial Planning have been helping clients get the right income protection quotes for years. We work closely with clients, making sure they get the right income protection for their family’s unique needs.

Inheritance Tax Planning

Make sure your inheritance is as tax efficient as possible. By speaking to our straight-talking tax experts, we can develop strategies to make sure you or your relatives aren’t left with an unnecessarily large tax bill after a passing.

Pensions
Investment Advice

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.

Employee Benefit Schemes

In an increasingly difficult hiring landscape, practical employee benefits are becoming an essential investment for firms looking to attract talented employees. We can assist with creating the right employee benefits scheme for your company's requirements.

Employee Benefit Schemes
Investment Planning

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.

Employee Benefit Schemes

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.

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