News & Articles
Pension Options for Retirement
What Are My Pension Options for Retirement In previous blog posts I have discussed many topics covering investment performance, charges and commissions and the impact on pension funds. However, one of the most important financial decisions any investor will make is how to draw down their pension when they retire. The options are complicated, and […]
Irish Investors regularly paying too much for their Pensions and Savings.
Irish Investors regularly paying too much for their Pensions and Savings. I’m getting so frustrated with the high charges being applied, under the radar, to pension and lump sum investors out there. I am losing count of the number of clients that have come to me recently for financial planning services, who were being charged […]
Why I don’t like Model Portfolios
Why I don’t like Model Portfolios The pace of evolution in the financial advisory industry is accelerating and this is leading to better financial products and improved advice for clients. One of the notable trends in the Irish investment Market over the past 2 years has been the introduction of Model Portfolios. Some of the life assurance companies […]
Budget 2014 Ireland (Part 2)
Summary Update – Expenditure and Social Protection Brendan Howlin speech contained some interesting and unexpected points 1) Introduction of a Public Private partnership scheme for providing social programmes. The first pilot programme is to provide homes for homeless people in Dublin. This needs more detail but is an interesting development. 2) PPP to work on […]
Lifting the Lid on Financial Advice – David Quinn for TheJournal.ie
Lifting the Lid on Financial Advice, I wrote this article for thejournal.ie, which is online today, in an attempt to offer an insight into financial advice charging and commissions. Hopefully it will help in the process of making financial products and financial advice more transparent. Article Link