Adelphi Financial Brokers
Financial Planning & Guidance
Adelphi Financial Brokers offer a comprehensive financial management service to our clients. We provide information, advice and financial services which include the following:
A pension is a tax efficient way of providing an income in retirement. Pensions come in a variety of formats:
The Self-employed and persons in non-pensionable employment can arrange their pension via a Personal Pension or a Personal Retirement Savings Account [PRSA]. Company Directors can arrange their pension via an Executive or Company paid Pension Plan.
Public and Civil Servants are pensioned via a compulsory defined benefits scheme with guaranteed benefits at retirement based on salary and years of service.
Employees can be pensioned by joining their employers’ occupational scheme at work.
Our highly experienced team of advisors will work on your behalf to deliver a Pension solution to safeguard your lifestyle and that of your dependents, in your retirement years.
Savings & Investments
Whatever the reason you are saving for, it is important you have a plan that addresses your personal financial situation, aims to achieve your financial objectives and goals and is custom built to suit your needs. In partnership with you, we offer clear, concise and impartial advice on all aspects of saving and investing. Your individual plan will be custom built to suit your needs such as:
- Wealth Accumulation – In this phase, you are building your wealth and seeking to optimise the return on your capital.
- Wealth Deccumulation – In this phase, you are withdrawing an income from your accumulated funds and seeking to maintain your capital intact.
- Wealth Transfer – This is the phase when you are considering passing assets to the next generation.
Adelphi Financial Brokers is authorised by the Central Bank of Ireland to act as a Mortgage Credit Intermediary under the European Union (Consumer Mortgage Credit Agreements) Regulations 2016 (CMCAR) (mortgage credit intermediaries)