Financial Broker

Financial Advice from the experts

Financial Brokers are experts on financial planning matters and work on your behalf giving you a choice of products and providers from across the market.

Why use a
Financial Broker

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

What is a
Financial Broker
An expert in financial matters, a Financial Broker provides services to both companies and individuals. Services can include: personal financial planning, life cover, serious illness cover, income protection, savings, investments, pensions, retirement planning, business financial planning, inheritance tax planning, mortgages and commercial finance. Financial Brokers differ from Insurance Brokers whose services typically include house insurance, car insurance and commercial insurance.

How can I be sure that my Interests Come First?
Like any other business, a Financial Broker’s best customers are repeat customers and new customers referred by satisfied clients. It is therefore in their interest to put your needs first in any recommendations they make. In addition, by law Financial Brokers must put your interests above commissions in their recommendations. Furthermore, Brokers are subject to rigorous enforcement rules by the Central Bank of Ireland and can face serious fines
Full-time Professionals who are Experts in their Area
Financial Brokers are obliged to have a qualification or be accredited by experience. They are full-time professionals, experts in their area. They constantly study all relevant markets and receive regular briefings from various product providers.
How much will it cost to engage a Financial Broker?
When a Financial Broker is paid by commission, there is generally no extra charge compared to dealing directly with the provider. So you get a choice of many providers, impartial advice and personal service without any extra cost and without the hassle of finding the best deal yourself. Any additional fees payable by you will be outlined in the Financial Broker’s terms of business given to you before they start any work for you.

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