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Irish Clients

(Opes Financial Planning Ltd)

International Clients

(Opes Financial Planning International Ltd)

Opes Financial Planning

A family team of seasoned financial advisors with a proven track record of success in domestic and international markets. We offer a deep understanding of the intricacies involved in managing wealth in an ever-changing world. Your unique circumstances and individual goals are implemented via client focused financial solutions.

What sets us apart?

We understand the nuances of Irish regulations and we can also provide financial advice with an international focus for those clients who need flexibility as they may be planning to leave or move to Ireland.

Our Financial Services

We mainly work with individuals and small business owners where we develop bespoke financial plans.

Business Owners

We work with business owners to define their financial goals and objectives. This may include establishing the appropriate financial insurances, profit extraction, planning for retirement through the use of the various pension vehicles or devising exit strategies while ensuring all this is done in the most tax efficient way as possible, utilising all the tax reliefs that are available.

Retirement Planning

Retirement planning requires thoughtful consideration and proactive steps. You will have an individual vision of retirement so it is important to set clear retirement goals and then calculate your financial need and ensure you have the correct structures in place to achieve these.

Savings and Investments

We will recommend tailored investment strategies for your various investment pots that are aligned with the overall financial plan and your individual attitude to risk.

How we work?

Cash flow modeling helps individuals and businesses understand their current financial position by forecasting future cash inflows and outflows. It provides insights into liquidity, solvency, and overall financial health.

By projecting cash flows, individuals can set realistic financial goals based on their income, expenses, savings, and investment objectives. This will allow us to establish achievable goals and develop strategies to reach them.

Testimonials

Alison Quinn (SME), Co Dublin
”I am a client of Opes Financial Planning Ltd and would highly recommend them. They are very knowledgeable, extremely professional, and efficient. I have used several financial services companies over the years and I have never received the level of interest, customer service and good advice as I have received from Rachel, Colin and Nick. They look at the big picture and I have found this very helpful along with their advisory strategy.”

Fiona Duggan (Duggan Family). Co Wicklow
”Rachel, Colin and the team at Opes Financial Planning have been of invaluable assistance in helping my siblings and I understand and manage our elderly parents’ finances. Having helped us gain a clear overview of our parents’ resources alongside ongoing living and care needs, Opes Financial Planning Ltd then helped us to develop a financial plan, the robustness of which has proved itself over time. We continue to liaise on a regular basis and we’re very grateful for their ongoing responsiveness and guidance. The wonderful service we receive is professional and knowledgeable, empathic and practical. We feel very lucky to have their support and expertise.”

John Byrne. Co Wicklow
” I have found Opes Financial Planning Ltd. an absolute pleasure to deal with. All information was relayed in a direct and concise manner which makes any decision a lot easier. Opes conduct themselves in a most professional manner yet are understanding on a personal level. I highly recommend.”

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"At Opes Financial Planning Ltd we specialise in servicing the financial needs of both international and Irish resident clients, with bespoke and regulated financial advice."

Opes Financial Planning Ltd is regulated by the Central Bank of Ireland.

Opes is a trademark used under licence.