Who we are
financialplan.ie is the advisory home of a curated panel of QFA, CFP® and RPA qualified financial planners working across Ireland. Every advisor on the panel has been vetted on qualifications, experience, regulatory standing and — most importantly — how they treat their clients.
We're the destination site for our consumer education tools, including fundcompare.ie. If you've come from a quiz, a calculator or a pension review tool — this is where you meet the human who can actually do something with the answers.
What we believe
- • A written plan beats a clever product, every time.
- • Most Irish people are under-insured, under-funded and over-charged. Quietly. For years.
- • You should know what you're paying, what you're invested in, and why.
- • The advisor's job is to be useful in the boring years, not just the exciting ones.
How we're paid
Consultations are generally free of charge. In most cases, advisors are remunerated directly by the product providers, so there's no upfront cost to you. Any fees or commissions that apply to a specific recommendation are disclosed in writing before you make a decision, as required by the Central Bank of Ireland.