Forsythe

Financial planning

Work with a Qualified Financial advisor to Identify and achieve Your Financial Goals 

Pensions - Investment - Protection

Book A Free Consultation
Financial advisor
John Forsythe QFA FLIA RPA

           Financial Advice           

  • Pensions and Retirement Planning for business owners
  • Business Protection and Inheritance Tax Planning
  • Personal Financial Protection for individuals and families
  • Pensions and Retirement Planning for employees
  • Savings and Investment Reviews and Guidance
  • Redundancy and Termination packages reviewed.
Book A Free Consultation

Pensions

Investments

Protection

Personal Financial Planning
Corporate Financial Solutions

Financial Advice is a tool used to put robust financial plans in place to help individuals and families identify and achieve their financial goals. John Forsythe QFA FLIA RPA is a Qualified Financial Advisor who has worked as a financial advisor since 1991. John offers financial advice to business owners, company directors, professionals, employees and retirees.

Forsythe Financial Planning is a family run non-aligned Financial Broker specialising in pensions, investments and financial protection.

We offer financial advice on a comprehensive range of financial services and products including pensions and retirement planning, savings and investments, business protection, inheritance tax planning, life insurance, income protection, mortgage protection, company pensions, redundancy and termination packages, Additional Voluntary Contributions, Defined Benefit Pension Schemes, Defined Contribution Pensions Schemes, PRSA's, Executive Pension Plans, Personal Pension Plans, Personal Retirement Bonds and post-retirement Annuities and Approved Retirement Funds.

  • We are based in Carrigaline and I work with clients throughout Cork city and county.

  • We advise business owners including founders, company directors, sole traders, and business partnerships.

  • We work closely with many professionals engaged across a number of industries and services including engineering, IT, medicine, dentistry, legal services, and accountancy to help them grow and protect their businesses.

  • We advise individuals and families on pensions, investments and financial protection.

No Bias
No Pressure
Trusted Advice
Learn more

John has been working in the financial services industry as a Financial Advisor since 1991. John worked with Sun Life of Canada, New Ireland, Zurich Life, Irish Life, Royal London and Citadel Financial Advice prior to setting up Forsythe Financial Planning in 2009 offering unbiased qualified financial advice.

Forsythe Financial Planning is a family run non-aligned Financial Broker offering impartial Personal Financial Planning to individuals and families and a comprehensive range of Corporate Financial Solutions to Business Owners, Company Directors, Partnerships and Sole Traders. 

Our business model focuses on our clients' needs and most of our new business has been generated from referrals, from both existing clients and other professional firms.

Our systems are fully digitised so we can offer a full range of financial planning, advice and guidance in-person, over the phone or online through video conferencing.

We offer advice on both a fee and commission basis with clients free to choose the model best suited to their circumstances.

Forsythe Financial Planning is a  member of Brokers Ireland, the Life Insurance Association of Ireland and the Financial Broker Network and participate in regularly Continuous Professional Development training programs. This has been a vital component for the continued success of Forsythe Financial Planning in delivering best in class financial advice to clients.

retirement planning

First steps in Financial Planning

Forsythe Financial Planning can offer you a no obligation, free of charge, full financial review.

This can be done face to face with at a time and place that suits you or over the phone/online. 

A typical Full Financial Review lasts about 45 - 60 minutes. There is no obligation to purchase and all information you give to us is private and confidential.

The review Process step-by-step

  1. Find out about you,
  2. Identify your needs
  3. Agree your priorities
  4. Consider your options

What do you get?

You get a personalised report detailing your current financial status, and the steps needed to to help protect you and your family and planning ahead for the future.

Partners 

get in touch
contact us 
FINANCIAL ADVICE
CALL US NOW