Financial Advisor, South Dublin (Financial Planning Matters?)

[NewBuild]

Hi there,
Looking for a review of our entire financial situation and put a plan together for retirement (20 years away, less hopefully)

I may also do a money makeover in the meantime!

Can anyone recommend someone independent, would Financial Planning Matters in D18 be a good call?

Thanks!

 

[LDFerguson]

@Steven Barrett runs Bluewater Financial Planning in South Dublin (https://www.bluewaterfp.ie/) and is a regular contributor to Askaboutmoney.com. Have a look back at his many posts here on this site.

 

[Bronte]

Agree that Steven gives excellent advice on here and as far as I know LD Ferguson is also an advisor (I have zero connection to either).

A Money Maker on here can be excellent if you provide all the details properly !

 

[NewBuild]

Thanks Bronte, I just added one last night!

 

[ClubMan]

Thanks Bronte, I just added one last night!

Moneymakeover - Late 40s - Plan for surplus savings, investments and retirement

Personal details Your age: 46 Your spouse's age: 49 Number and age of children: 11 and 14 Income and expenditure Annual gross income from employment or profession: 145k Annual gross income of spouse/partner: 115k Monthly take-home pay: 9,780 net Type of employment - Both have private sector...

www.askaboutmoney.com

 

[LDFerguson]

as far as I know LD Ferguson is also an advisor

I am indeed but I'm based in the midlands and I don't do holistic financial planning which @NewBuild seems to be looking for.