Supporting you when you need it
We understand that circumstances can change and that you may need extra support at certain times. When this happens, we are here to help. We ensure you are treated with care, respect, dignity and understanding, and that you feel supported in making financial decisions. Sometimes, it may not be obvious when additional support could help. Our team is trained to recognise this and respond sensitively.
You may benefit from extra support if you experience:
Health challenges
Physical or mental health conditions that affect how you manage your finances or understand information
Life Events
Bereavement, separation or other significant personal changes
Financial Pressure
Changes in income, unexpected expenses or concerns about debt
Communication or accessibility needs
For example, language barriers or difficulty using digital services
Financial abuse or exploitation
Fraud, scams or pressure from third parties affecting financial decisions or controlling finances
Major life transitions
Such as retirement, illness, job loss or changes in living arrangements
How we can support you
If you let us know that you need additional support or if we identify that you would benefit from it, we will:
- Take extra time to explain your options clearly
- Provide written summaries or follow-up notes
- Communicate with you in the way that suits you best
- Make information clear and accessible
- Arrange meetings at a pace that works for you
- Support you in involving a trusted contact person, with your consent
- Take additional care and allow more time when decisions are needed
We help you feel informed, supported and confident in your decisions.
Support during bereavement
Losing someone close to you is extremely difficult. We make dealing with financial matters as straightforward as possible. We will:
- Provide a clear and consistent point of contact
- Explain what needs to be done in simple terms
- Support executors, family members or legal representatives
- Reduce administrative burden wherever we can
Support with decision‑making
If you would like support when making financial decisions, we can work with:
- A trusted family member or friend, with your consent
- A legally appointed decision supporter or representative
- Executors or authorised representatives, where formal arrangements are in place
We respect your preferences and keep you at the centre of decisions, unless legal arrangements provide otherwise.
Letting us know
If you think you may need additional support, please contact us.
- Goodbody Online clients: connect@goodbody.ie
- Wealth Management clients: your usual Goodbody contact
Any information you share with us helps us provide the right support and respond to your circumstances appropriately.
Our commitment to you
We’re committed to supporting you with care, fairness and respect.
- We train our staff to recognise and respond to additional support needs, so we can support you appropriately
- We treat all clients fairly and with respect
- We help you make informed decisions that are right for your circumstances
We keep our approach under regular review to ensure it remains effective.