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What we do

FDC Financial Services

FDC Financial Services Ltd offers a financial planning service designed specifically for our clients.  We pride ourselves in being able to offer it locally, in any one of 30 offices serving your community.

As a home grown Irish business serving our clients for over 40 years we are closely and uniquely connected to the concerns, demands and future plans of our clients.  Consequently, we are proud to have become trusted advisors to the second and third generation of many clients.

FDC Financial Services today has one of the most highly qualified financial planning teams in Ireland with all our senior consultants being Certified Financial Planners.

A client focused approach ensures you are at the centre of every part of the financial planning process.

The Financial Planning Process

You Retain Control Its Your life; its Your financial plan

The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

Personal financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances.

By viewing each financial decision as part of a whole, you can consider its short and long- term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

As part of the implementation phase of any financial plan we can advise on:

  • Saving and Investments

    We advise on all investment options regardless of size, risk or term from lump sums to regular investment plans including education planning.

  • Retirement Planning

    Retirement planning is a key part of any plan. We can advise on all the various types of plans whether you are self-employed, director or employee, how the tax relief works, projected income in retirement, investment options including self-administered pensions. For employees with pension benefits moving employers, we can advise on all available options.

  • Protection

    Protection is a cornerstone of any serious plan. Should anything happen to me can my dependants survive financially? What happens if I become unable to work long term? How will I pay the mortgage? How would my business be effected by the loss of a key employee?

    For business owners or individuals, our financial planning consultants quantify the effects of the above and implement strategies to mitigate the financial effects.  We can advise on all life insurance and serious illness cover, income protection and inheritance tax plans.

What you can expect

  • A clear strategy to help you meet your personal or business needs
  • A holistic plan taking all your financial needs into account
  • An investment solution that gets you to where you need to be
  • Professional, local advice and ongoing reviews to ensure you stay on track
  • A genuine partnership, working on your behalf

Where appropriate and as part of a multidisciplinary group, we liaise with our FDC Group colleagues, outside of Financial Services to provide a full-service offering.

FDC Financial Services Ltd is regulated by The Central Bank of Ireland. Registered Office FDC House, Wellington Road, Cork. Registered in Ireland No 069045.

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