Financial planning is becoming an increasingly complex undertaking. Individuals not only have to ensure they are meeting immediate financial needs but plan ahead for the medium and long term in a tax efficient manner.
Regulated by both the Central Bank of Ireland and Chartered Accountants Ireland, Grant Thornton Financial Counselling (GTFC) comprises a team of highly qualified professionals who offer independent financial advice to individuals and corporates across a range of areas including savings, investments, pension planning, and inheritance and succession planning.
Our approach is to place the individual and their needs at the centre of the process. That process involves intensive engagement through a number of face to face meetings which establish the individual’s current financial position, their needs, their wants, their appetite for risk, and their ambitions for the future.
Private Client and Wealth ManagementFind out more
Three step process
- advice on company pension schemes;
- retirement planning for senior executives and directors;
- succession planning options including key person insurance;
- shareholder insurance;
- partnership insurance; and
- corporate investment portfolio planning.
Why Grant Thornton
Our process involves preparing a projected cash flow statement for the future, up to age 100. This enables the speedy identification of shortfalls and risks and allows for the preparation of a detailed financial plan to address them.
That plan takes into account current income and expenditure, anticipated future liabilities and sources of income, savings, investments and other assets and will include measures to close gaps, strategies for tax efficiently passing wealth to the next generation, optimisation of pension funds whilst remaining within funding thresholds and investment recommendations.
Identifying your needs