Dublin Recommend Financial Advisor Dublin Northside

[Up Rovers]

Anyone used Asked Paul https://www.askpaul.ie

See interview here between Paul Merriman from askpaul.ie and Marc Westlake who has contributed to AAM in the past.

 

[ClubMan]

See interview here

Link doesn't work for me.

 

[Protocol]

wifes avc into pesion etc is getting good value etc.

To establish this simply reply with the following details:

(1) allocation rate on AVC
(2) AMC on AVC
(3) fund allocation within the AVC

 

[Up Rovers]

Link doesn't work for me.

Works ok for me. Have cleared it and replaced it again so hopefully will work now. Its a youtube video interview between the two of them as they seem to be old friends.

This is the link https://www.youtube.com/watch?v=aK-E_voNWtM

 

[ClubMan]

That second link works, thanks.

 

[GSheehy]

You're paralyzed with indecision @IrishGunner

If you think I could be of any help to you in deciding who to turn to then contact me through one of the websites and I'll give you some free time.

Doesn't look like you're going to resolve your dilemma here.

 

[ClubMan]

Fair play @GSheehy - not the first time that you've kindly offered posters assistance.

 

[North Star]

Re the OPs query a good competent financial adviser should able help with all their queries and hopefully the cost/fees should be reasonable. However with a child with special needs we always recommend an inheritance specialist who deals with all aspects of planning for parents of children with special needs. Irish Gunner if you send me a PM I can share the details of the person we use for clients who are dealing with these type of issues. thanks Vincent

 

[Sue Ellen]

Irish Gunner if you send me a PM I can share the details of the person we use for clients who are dealing with these type of issues. thanks Vincent

Its preferable to keep this type of info on the board rather than by PM so that others can avail of the advice also.

 

[North Star]

Its preferable to keep this type of info on the board rather than by PM so that others can avail of the advice also.

Yes that is a fair point but I need to get the persons permission to put their details in a public forum

 

[Marc]

I also have a child with additonal needs and I live in Glasnevin. Happy to provide pro bono advice here

 

[IrishGunner]

Found a solicitor who can advise on discretionary trust so waiting to speak to them

On financial issues not keen on airing personal finances etc on public message board so still looking at options

 

[IrishGunner]

I also have a child with additonal needs and I live in Glasnevin. Happy to provide pro bono advice here

Thanks to Marc whom arranged a call with us and helping us out with our finances

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