Our Services

Our Services

We offer Personal Financial Planning to individuals and families and a suite of Corporate Business Solutions to business owners and professionals.

financial advice
Personal Financial Planning
We work with individuals and families to help identify and achieve their financial goals.
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managing pension wealth
Corporate Solutions
We advise business owners, company directors and professional on business protection, retirement planning and  company investments.
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The Value of Financial Advice

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Life Insurance

We will help you determine the level of cover required to address your needs and source the best products in the market to protect your family or business.

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Income Protection

Protect up to 75% of your income with an income protection plan. These plans may also be used to protect your mortgage payments if you are unable to work.

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Mortgage Protection

You may be paying too much for mortgage protection. We will apply price matching, broker discounts and one months free cover to ensure you have the right cover at the right price

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Pensions

We advise on personal pensions including PRSA's and AVC's, Executive Pensions for Company Directors, Self Administered Plans, Group Pensions and Occupational Pensions including Defined Contribution and Defined Benefit schemes. 

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Investments

We deal with the big 5 insurance companies and a number of carefully selected specialist investment providers to offer you access to a comprehensive range of savings and investment opportunities. 100% investment allocations.

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Guidance

We offer advice on Redundancy and Termination packages, Inheritance Tax Planning, Pension and financial adjustment orders and we will  provide answers to any questions you may have in other relevant areas. No initial fees.

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Our Financial Planning Process

Planning is bringing the future into the present, so you can do something about it now.
- Alan Lakein - American Author

Financial planning is not complicated but it can be tricky. We provide research based financial advice and guidance and by doing extensive research we present our recommendations in an easy to understand format for you to consider.

Our process is actually quite simple

  • Make a Discovery Call
  • Complete a Financial Fact Find
  • Run a Needs Analysis and Research Reports
  • Present recommendations in a personalised report
  • Implement new policies
  • Provide regular reviews and updates
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Book A Free Consultation

We Advise on a Comprehensive Range of financial Services and Products

Forsythe Financial Planning

Your Trusted Financial Advisor

Book A Free Consultation

Forsythe Financial Planning is a non-aligned Financial Broker  offering impartial financial advice and guidance to clients throughout Cork city and county.

We operate on a 'fair analysis of the relevant market ' basis and offer clients research backed financial solutions.

We work closely with clients to identify and achieve their short,medium and long-term financial goals.

Our systems are fully digitised and we combine state of the art Fintech solutions with experience to deliver personalised recommendations. 

Experience

Offering financial advice since 1991.

Personal Service

We work for you and with you.

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Drop us a line or give us a call to discuss any aspect of financial planning.
The Rock, Carrigaline, Co Cork
info@forsythe.ie
087 2506365
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