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Wealth Structuring and Advice


As your life changes, so do your financial needs and goals. So when we meet you, we start with the big picture. What do you have today, where are you going and what do you want to achieve? Together, we’ll carry out a review of your finances and then create a personalised plan with expert recommendations on how you can achieve your financial goals. 

Financial Advice for Every Stage of Your Journey

Building a plan
for you


Our advice can cover all aspects of your financial needs.

Investment
strategy 


We will design an investment plan that reflects your financial ambitions and risk profile.

Protection
review 


Are you over or under protected?
Our team will review your arrangements and advise you on  any gaps you may have.

Inheritance
planning 


Expecting an inheritance? Or seeking to put something in place for your own children? Our tax team will guide you on the most tax-efficient strategies available.

Savings
plans


Your personalised plan can include the best ways to provide education funding for children and grandchildren as well as other savings goals. 

Pensions
and retirement


We create plans so you can retire when you want to and have enough to do so. As well as funding strategies, we advise on maximum funding, threshold management and other complex pension related issues. 

CONTACT

Speak to our Planning team today

about starting your personalised financial plan

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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the FEXCO group of companies.
@2020, Goodbody
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