Bespoke financial planning
Financial Planning starts out complicated and cumbersome. Your Wealth Manager and our team will work to make this as painless as possible.
Initial meeting
Lets meet to see if you feel we are the right fit for you.
Fact-finding conversations
Financial Planning starts out complicated and cumbersome! Your Wealth Manager and ParaPlanner will work with you to make this as painless as possible.
Ongoing relationship
Your Wealth Manager will always be available to you. You will have their mobile phone number and you will receive regular proactive communications.
Initial meeting
Lets meet to see if you feel we are the right fit for you.
Fact-finding conversations
Financial Planning starts out complicated and cumbersome! Your Wealth Manager and ParaPlanner will work with you to make this as painless as possible.
Ongoing relationship
Your Wealth Manager will always be available to you. You will have their mobile phone number and you will receive regular proactive communications.
Our experts
All our people are experienced and qualified. They also believe in a client first way of thinking.
Let’s talk
Our Team are here to work closely with you. You will have your key contact's mobile phone number from day one.
Contact usFordel Wealth Limited is regulated by the Central Bank of Ireland.
Fordel Group Limited is not regulated by the Central Bank of Ireland and therefore does not provide any services requiring Central Bank authorisation such as the provision of investment advice or receiving and transmitting orders in investment or insurance products to product providers. These services are provided only by Fordel Wealth Limited.
Where required, clients of Fordel Group Limited should seek professional financial, investment, tax, legal or accounting advice from your financial advisor, investment advisor, stockbroker, banker, solicitor, tax advisor, accountant or other professional adviser, which may be Fordel Wealth Limited.