Financial Planning News
Explore the benefits and options of directors pensions in Ireland, including tax efficiencies, contributions, and investment strategies for a secure retirement.
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Read our guide to self-employed pensions in Ireland, featuring PRSAs, PPPs, and more. Discover expert advice on securing your financial future.
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As a non-domiciled individual, there are several factors to consider before moving to or from Ireland. It is crucial to seek financial advice to ensure that your actions align with your personal circumstances. Financial considerations when moving into Ireland Tax Residency Ireland uses both day-count tests and your center…
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We discuss the main areas which clients look for advice on when considering estate planning
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The fair deal scheme is a government financial support scheme where every person will make a contribution to the cost of their long-term case, based on their means with the state paying the balance.
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During the discovery phase of the financial advice process, we carry out a fact finding exercise in order to get a better understanding of a client’s current financial situation. This includes looking at income, saving, expenditure and everything in between. We generally find clients, either may not be aware or…
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SIncome Protection is often likened to the adhesive that holds a financial portfolio together. The most profound setback to one’s financial situation is likely to stem from a loss of income, coupled with the challenge of replacing it. Without income protection in place, the whole financial plan will be built…
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We come across many clients who have pensions from old employment that have not been reviewed in any great detail for many years. Reviewing your pension(s) is important for several reasons: 1. Changes in Personal Circumstances: Life is dynamic, and your financial situation may change over time. Reviewing your pension…
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We believe that the majority of individuals will benefit from financial advice as an advisor will ensure you structure your financial plan in the most effective way possible taking advantage of tax efficient investment structures and will continue to review and evaluate your ever changing goals to ensure you remain…
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As part of general divorce proceedings, the court will review all assets of both parties. The court has the responsibility to decide how a couple’s assets are to be divided, they must ensure that proper provision, having regard to the circumstances, is provided for each spouse, and not just for…
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CONTACT INFO
Opes Financial Planning Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland
We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.
This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.
Directions:
Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.
OPES FINANCIAL PLANNING LIMITED
OPES FINANCIAL PLANNING LIMITED is regulated by the Central Bank of Ireland.
OPES FINANCIAL PLANNING LIMITED (Company No 456044)
Opes Financial Planning is a trademark used under licence.