Forsythe Financial Planning | Financial Advisor Cork
Welcome to Forsythe Financial Planning, your trusted local partner for financial planning and guidance. As a non-aligned, research-based Financial Broker based in Carrigaline, Co. Cork, we provide clear, objective guidance tailored to your life goals.
Whether you are looking for expert pensions and retirement advice, smart investment strategies, or to protect your family’s future, we are here to help you navigate your finances with total confidence.
We have been advising clients throughout Cork City and County since 1991. We have helped many individuals, families, employees, retirees and business owners to identify and achieve their financial goals.
100% Free | No Obligation Financial Reviews
Financial planning doesn’t have to be overwhelming.
Let’s have a friendly chat to get you moving in the right direction.
What to expect when we connect:
Clarity: We’ll untangle your biggest financial questions and define your top three priorities.
Simplicity: No complex jargon—just straightforward, honest feedback on your financial health.
No Pitching: This is a discovery call, not a sales pitch. If we aren’t a perfect fit, we will point you in the right direction.
Our core services …
Full Financial Review
Control your financial future
No upfront cost
Pension Review
Get more from your pension
No Obligation
Investment Review
Make your money make money
No Pressure
Protection Review
Protect what matters
Personalised Financial Reports
The Key Benefits of Working with a Financial Advisor
- Personalised Financial Planning: A Financial Advisor evaluates your income, expenses, debts, and long-term goals to create a tailored strategy.
- Retirement & Pension Guidance: They help estimate how much you need to retire, choose pension options, and manage drawdown strategies.
- Savings & Investment Advice and Guidance: A Financial Advisor will identify your financial goals and recommend an investment portfolio based on your goals, timeframe, budget, tax status and attitude to risk.
- Financial Protection that delivers real financial peace of mind and value for money. A regulated Financial Advisor will research the market and recommend financial products to protect your income, mortgage and lifestyle.
Not sure where to start? Book a Discovery Call?
A Discovery Call is a free, 15-to-30-minute introductory chat designed to discuss your current financial situation.
The Key Benefits of Working with a Forsythe Financial Planning
- Personalised Financial Planning: A Financial Advisor evaluates your income, expenses, debts, and long-term goals to create a tailored strategy.
- Retirement & Pension Guidance: They help estimate how much you need to retire, choose pension options, and manage drawdown strategies.
- Savings & Investment Advice and Guidance: A Financial Advisor will identify your financial goals and recommend an investment portfolio based on your goals, timeframe, budget, tax status and attitude to risk.
- Financial Protection that delivers real financial peace of mind and value for money. A regulated Financial Advisor will research the market and recommend financial products to protect your income, mortgage and lifestyle.
GET IN TOUCH
Take the first step and reach out
Book a Financial Review, arrange a Discovery Call or drop us a line.
Send us an email, and we will be in touch within 24 hours.
Use our scheduler to book a financial review.
Book a 15-minute phone or video call to discuss your requirements