John forsythe QFA FLIA RPA

Experienced & Trusted financial advisor 

Structures to grow protect and transfer wealth

  • Pension and Retirement Planning
  • Savings and Investment Portfolios
  • Life Insurance, Serious Illness Cover, Income Protection and Business Protection

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I will respond within 24 hours

What I do

I work with individuals, families, professionals, business owners and employees to help them identify and achieve their financial goals.

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Financial Planning

Personal Financial Planning will a snapshot of your financial position. It will identify and quantify your financial goals and develop plans to achieve those goals.

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Pension Reviews

No matter what type of pension you have it makes sense to review it on a regular basis. I advise on Personal, Executive, Employer and Overseas Pensions

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Investment Reviews

If you have a lump sum to invest or if you have funds withering on deposit, then an Investment Review will explore investment opportunities.

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Financial Protection

Make sure you have enough cover to protect your family's lifestyle with a Financial Protection Review

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Business Protection

Protect your business legacy with a Buisness Protection Plan

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Financial Advice

I advise on redundancy and termination packages, employer pensions including AVCs, Pension Adjustment Orders and Financial Compensation Orders.

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About 

I have been a Financial Advisor since 1991 and over the last 30 years or so I have helped my clients deal with the financial consequences of death, serious illness, redundancy, business failure, and old age. 


I have helped young couples get their first home, protect their lifestyle and incomes, and fund their children's education. 


I have unlocked cash from old pension funds, transferred pensions and helped retirees make informed decisions about their future.


I set up Forsythe Financial Planning in 2009 as a non-aligned Financial Brokerage to offer impartial financial advice. 


Forsythe Financial Planning is a member of Brokers Ireland, the Life Insurance Association, The Financial Broker Network and is regulated by the Central Bank of Ireland.


Proven strategies to grow, protect and transfer wealth

Discovery Call
10 to 15-minute call to find out if there is enough common ground to arrange a meeting
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Research
I will match financial products to your goals and negotiate terms with the product providers.
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Financial Fact-Find
A fact-find may be completed during our first meeting or securely online in your own time.
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Financial Report
You will receive a financial report setting out recommended actions for you to consider.
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Needs Analysis
Our Needs Analysis software will identify, prioritise and quantify your financial needs and goals.
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Review
Periodic reviews and updates to ensure you stay on track to achieve your financial goals.
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Drop me a line

 My Financial Planning Process

Financial Planning is not an exact science and financial plans vary as much as individuals. However, there are three core steps involved in most cases. Information gathering, Needs Analysis and Research and the presentation of a Financial Plan.

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Discuss your financial needs
A Financial Fact-Find is a tool I use to discuss your financial circumstances and to gather enough information to identify and quantify your financial goals.

Analysis and Research
Once we have gathered information I will run a Needs Analysis to identify any gaps in coverage or funding i will conduct product research and negotiate terms with the product providers.
Implement Recommendations
You will be givena Personal Financial Report to consider some recommended actions. It's up to you to decide whether to implement some, all or none ot the recomendations.

Professional Financial Broker

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


Financial Brokers are required to hold professional qualifications and to constantly study all relevant markets and receive regular briefings from product providers.


I hold a Professional Diploma in Financial Advice (QFA) including Wealth Management, Financial Advice and Planning.


I am a Qualified Retirement Planning Advisor (RPA).


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John Forsythe QFA FLIA RPA

Qualified Financial Advisor (QFA) 

Fellow of the Life Insurance Association (FLIA)

Retirement Planning Advisor (RPA)

Fully Digitised Business Processes

Powerful processes to ensure delivery of a high quality, well researched and focused Investment and Wealth Management service

Secure Online Fact-Find
Digital Document Packs
Remote Meetings

 Services

Below is a guide to the fees that you can expect to pay if you work with me. I will always inform you of the cost before we start work.  


If you ask me to implement new business within 30 days of the invoice date then these fees will be waived and I will be paid by the product provider.


Full Financial Review

 identify and achieve your financial goals.

  • Full Financial Fact-Find
  • Attitude to Risk Profiler
  • Needs Analysis
  • Research
  • Financial Report
Get Started

Protection Review

Take a long hard look at your finances. set objectives and create a clear financial plan to secure financial future.

  • Discovery Call
  • Full Financial Fact-Find
  • Attitude to Risk Profiler
  • Needs Analysis
  • Research
  • Financial Report
Get Started

Pension Review

 pensions can be complicated, so it makes sense to get advice.

  • Focused Pension Fact-Find
  • Attitude to Risk Profiler
  • Needs Analysis
  • Research
  • Financial Report
Get Started

Business protection

How much do you really know about your pension? pensions can be complicated so it makes sense to get advice.

  • Discovery Call
  • Focused Financial Fact-Find
  • Attitude to Risk Profiler
  • Needs Analysis
  • Research
  • Financial Report
Get Started

Investment Review

Explore investment opportunities and alternatives to cash

  • Focused Investment Fact-Find
  • Attitude to Risk Profiler
  • Needs Analysis
  • Research
  • Financial Report
Get Started

Financial advice

Take a long hard look at your finances. set objectives and create a clear financial plan to secure financial future.

  • Discovery Call
  • Full Financial Fact-Find
  • Attitude to Risk Profiler
  • Needs Analysis
  • Research
  • Financial Report
Get Started

As of 31 March 2020, the Central Bank has made it mandatory for all Financial Advisors to display the maximum commission payable by product providers. You can find them here.

Let's start a Conversation

Use my online scheduler to request a callback or arrange a meeting

Schedule time with me

Why use a Financial Broker

In May 2021, Brokers Ireland commissioned iReach to conduct consumer research in relation to the value of advice. The research was nationally representative by age, gender, region, and socioeconomic status. 


It provides insights into savings/ investments, pensions, financial security, and the role of financial advisors.

the value of Financial Advice

Frequently Ask Questions (FAQ)

Do i need a business plan?

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How long should a business plan be?

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Where goes into a business plan?

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Where do i start?

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If you are going to use a passage of Lorem Ipsum, you need to be sure there isn't anything embarrassing hidden in the middle of text. All the Lorem Ipsum generators on the Internet tend to repeat predefined chunks as necessary, making this the first true generator on the Internet.