Why Choose Fitzsimons Finance?
Fitzsimons Finance is a family owned financial advisory firm. We specialise in providing financial planning and wealth management services to clients looking to plan and achieve their personal and financial goals.
Our offering
Because our clients circumstances are unique, so too are their wealth management requirements. At Fitzsimons Finance, we develop a real understanding of those requirements. We build long-term, enduring relationships with our clients, built upon mutual trust, real understanding of their specific needs and putting their interests at the centre of our services.
Our clients expect us to provide them with advice that considers their requirements first, taking into account all of the solutions and products available to them in the market. Our open architecture approach means we are able to offer clients the most suitable product solutions through the most reputable financial institutions.
We use our in-house expertise in core financial planning and wealth management areas such as investment advice, retirement planning, business planning and estate planning to select and build the solutions that will best serve our clients interests.
A detailed cash-flow analysis is an important precursor to making informed decisions. Prior to deciding to make an investment decision, top-up your pension, gift funds to your children or sell an investment property, a personalised cash-flow model will help you understand how this financial decision could impact your current and future lifestyle.
Barry Fitzsimons has built a distinctive and invaluable background in financial advisory, allowing him to employ financial strategies and methods that are unique to the financial services industry in Ireland today. Barry has built a strong reputation for delivering high-quality advice and excellent results for clients.
We align our goals as closely as possible with your financial interests. Comprehensive financial planning for an individual or a business generally involves tax planning, risk management, investment planning, retirement planning and gift and estate planning. We work closely with your advisers (accountants, tax & legal) to ensure that we are all working together on your behalf in or der to achieve your desired result.
