Financial Planning & Guidance

Trusted Financial advice

Work with a local Qualified Financial Advisor to identify and achieve your financial goals.

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Personal Financial Planning
Book a private consultation on your own or with a partner to deep-dive your current finances, set objectives.

Create financial plans to set you on the path to achieving your goals.

Assess your current financial situation. 
Set short & long-term financial goals. 
 Identify gaps in cover

Protect, grow & replace your income. 
Personal Financial Plans for your future.
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managing pension wealth
Corporate Solutions
We help businesses and their owners plan for their future.

Company Pension Schemes and Employee Benefits

 Retirement Planning including inheritance tax planning and tax efficient asset transfers.

Company Savings and Investments 

Learn how to protect your business against the death or serious illness of a director, partner or key employee
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Grow, Protect and transfer your business assets

We advise on products and services that can help businesses and their owners plan for their future. If you haven’t a business protection plan in place, talk to us today. We will look at your current situation and talk you through the available options. With this information to hand you can then decide what action you need to take.
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Managing your money in retirement

Clear Concise Professional Advice

We will take time to get to know you, your personal circumstances and your financial goals. We will discuss your options and help you come up with a financial plan. Secondly, we will research products that match your needs from the range of companies we deal with, providing a “fair analysis” of the relevant market.
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Cork based financial broker

A Trusted Advisor for over 30 years

1+
Years experience
1+
clients

Flexible personal service

Our processes are fully digitised which means you can choose to meet with us remotely or in-person. Since Covid a lot of our clients have embraced remote working arrangements and are comfortable discussing their financial plans by video link e.g. Zoom. This allows our clients to arrange their financial review meetings at a time that suits them and with a minimum level of intrusion into their home or working life.

Of course since the easing of Covid restrictions we are free to meet in person again and this remains the most popular option for many clients. Why not contact us to discuss your requirements by arranging a callback. Once we receive your request we will give you a quick phone or video call to find out if the services we provide are the services you require.

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Personal Financial Planning

Take control of your personal financial planning goals by working with a Qualified Financial Advisor on a one to one basis.

Personalised Financial Reports

Personalised financial reports provided setting out recommendations for you to consider.

Free Consultation

Arrange a free initial consultation to find out if enough common ground exists between us to arrange afollow up meeting.

Fully Qualified and Regulated Impartial Advice

Forsythe Financial Planning is regulated by the Central Bank of Ireland

    why choose us

    The Competition Authority found that demand for financial advice was more price sensitive in the broker market than through direct channels. With 1,200 Financial Brokers in Ireland, the six domestic life companies are much more competitive with regard to price, product design, investment performance and service than they would be if they dealt with advisers who are tied only to them.

    Experienced

    Forsythe Financial Planning is the brainchild of John Forsythe QFA FLIA RPA. John has worked as a financial advisor since 1991 and established his own firm in 2009.

    Regulated

    Forsythe Financial Planning is regulated by the Central Bank of Ireland. We hold Professional Indemnity insurance and contribute to the Investor Compensation scheme.

    Qualified

    John Forsythe QFA FLIA RPA is a Qualified Financial Advisor (QFA), a Fellow of the Life Insurance Association (FLIA) and a fully qualified Retirement Planning Advisor (RPA).

    Professionalism

    Continued use of the QFA designation is subject to meeting annual Continuous Professional Development requirements. We constantly study and review relevant markets and receive regular updates from product providers, industry bodies and regulators

    Choice

    We hold written agency appointments with the 5 main insurers in Ireland and a carefully selected number of specialist investment and pension providers. To find out more please refer to our Terms of Business.

    Personal Service

    Unlike the Banks or some of the larger Brokers we are dedicated to looking after a limited number of clients. This ensures that we develop strong and lasting relationships. Many clients have used our services for over 20 years.

    Real world examples of our work

    Case Studies