Informed Decisions are Independent financial advisors.
We work best with people who are...
Retired, or close to it
You are retired or within a few years of doing so, and you are looking for someone to help you retire successfully.
Diligent savers
Thanks to a lifetime of diligent saving and sensible spending, you have accumulated a retirement nest egg of €1m or more.
Looking for a trusted advisor
You want truly independent counsel. You also believe the success of your financial life is too important to be navigating it by yourself!
Paddy Delaney QFA RPA APA
Director & Financial Planner
How it works...
1. Discovery
The journey begins with a deep-dive of your financial goals, lifestyle aspirations, and current financial situation. This step is crucial in laying the foundation for a financial MasterPlanTM that aligns with your values, reality, and ambitions.
2. Informed Decisions MasterPlan™
If we move to this stage, we craft your Informed Decisions MasterPlanTM. This is a comprehensive 30 to 50 page document entirely personal to you and your circumstances.
3. Implementation & Ongoing Partnership
With your MasterPlan in place, where of value to you, we can move to executing your plan; putting in place the required cost-effective pension and/investment structures.
To find out more about our process, please click here.
Before we begin...
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
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