The 7 Best Financial Consultants in Dublin

Managing your finances can be a complex task, and finding the right financial consultant in Dublin is key to securing your financial future. Whether you’re planning for retirement, looking to grow your investments, or need advice on tax optimization, the 7 best financial consultants in Dublin are here to help you make informed decisions. With their expertise, you can navigate the complexities of personal and business finances, ensuring you’re on the path to achieving your goals. Below, we’ve outlined some key services offered by financial consultants, important considerations when choosing one, and an overview of typical price ranges for their services:

Comprehensive financial planning, including retirement, education, and estate planning.
Investment management and portfolio optimization for both individuals and businesses.
Tax planning and strategies to minimize liabilities while staying compliant.
Debt management and advice on reducing financial burdens effectively.
Risk assessment and insurance planning to protect your assets.
Business financial consultancy services, including budgeting and cash flow management.
Key considerations: qualifications, certifications (e.g., CFP, CFA), client testimonials, and areas of specialization.
Price range: Typically $100 to $300 per hour, or a fixed fee of $1,000 to $5,000 for comprehensive plans, depending on the scope of services.

1. Affinity Advisors
2. Rockwell
3. Pension Plus

4. SparksWealth
5. Highfield Financial Planning
6. Trust Matters Financial Planning
7. Bluewater Financial Planning

Number of companies

620

Verified reviews

4,97

Average rating

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1. Affinity Advisors

★ ★ ★ ★ ★ 4,9/5

64 Mount Street Lower, D02 TH77, Dublin 2

Financial consultant

Why we chose them

Affinity Advisors stands out as a trusted leader in the field of financial consulting, offering expert guidance tailored to meet the unique needs of individuals and businesses. With a focus on empowering clients to make informed financial decisions, the company leverages its expertise to provide comprehensive strategies that drive success and long-term stability. Their personalized approach ensures that every client receives solutions aligned with their goals and aspirations.

Known for their commitment to excellence, the firm specializes in delivering innovative and practical financial advice designed to help clients navigate complex financial landscapes with confidence. Whether it’s financial planning, investment guidance, or other consulting needs, their dedication to clarity and customer satisfaction places them among the most reliable names in the industry. Their professionalism and client-first philosophy make them a valuable addition to our directory.

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2. Rockwell

★ ★ ★ ★ ★ 4,9/5

103 Francis St, D08 Y70F, Dublin 8

Financial planner

Why we chose them

Rockwell specializes in delivering tailored wealth management and financial planning solutions to individuals, charities, and corporations. With expertise in pensions, investments, inheritance tax, and company wealth, the firm offers common-sense strategies that are easy to understand and aimed at maximizing assets. Their personalized approach ensures clients receive clear and effective advice to navigate complex financial matters, making them a trusted partner in securing financial stability and growth.

Renowned for their comprehensive range of services, including wealth management, financial planning, employee benefits, and investment management, Rockwell is committed to empowering their clients through informed decision-making. Their team of expert financial planners focuses on providing actionable insights and practical advice, while maintaining a strong emphasis on social responsibility and client education. Regulated by the Central Bank of Ireland, the company upholds the highest standards of professionalism and integrity.

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3. Pension Plus

★ ★ ★ ★ ★ 5,0/5

13D Main St, D15 CF82, Dublin

Financial consultant
Financial audit
Financial institution
Financial planner
Investment service
Pension office

Why we chose them

With over 30 years of expertise, Pension Plus stands out as a trusted leader in pension advice and financial planning. The company is renowned for its comprehensive suite of services, including financial consulting, pension scheme management, investment services, and financial audits. Their deep technical knowledge in pension planning allows them to deliver value-added solutions with transparency and clarity. Catering to individuals, corporate entities, and government agencies, they prioritize building lasting relationships by offering superior standards of service and expert guidance tailored to each client’s unique needs.

Their offerings encompass a wide range of pension-related services, such as personal retirement bonds, executive pension plans, UK pension transfers, and self-administered pensions. Known for their strong communication skills, they simplify complex financial matters, ensuring clients are well-informed throughout their pension journey. By consistently providing clear and practical advice, they have earned a reputation as a go-to financial planner for those seeking to secure their financial future with confidence.

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4. SparksWealth

★ ★ ★ ★ ★ 5,0/5

12 Hatch Street Lower, Dublin

Financial planner

Why we chose them

SparksWealth stands out as a premier provider of personal financial planning tailored for professionals, business owners, and retirees. Utilizing their proprietary 3Castles2Knights framework, they simplify wealth management by integrating globally recognized strategies into a system designed specifically for the Irish market. Their services encompass a wide array of financial solutions, including investments, pensions, and executive wealth management. With a strong emphasis on tax-efficient initiatives, they help clients align their financial goals with their life aspirations while maintaining a clear, jargon-free approach to planning.

Specializing in family protection, life assurance, and retirement planning, the company ensures that clients are equipped with robust financial safety nets for life’s uncertainties. By partnering with world-class investment houses and pension providers, they deliver top-notch solutions that empower clients to secure their futures. Their dedication to demystifying complex financial concepts through tools like their learning center and insightful content further underscores their commitment to client education and success. SparksWealth brings clarity, expertise, and innovation to personal finance, making it a trusted choice for comprehensive financial planning.

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5. Highfield Financial Planning

★ ★ ★ ★ ★ 5,0/5

6-9 Trinity St, D02 EY47, Dublin

Financial planner

Why we chose them

Highfield Financial Planning specializes in crafting personalized financial strategies that empower individuals and businesses to secure their financial futures. As a trusted Financial Planning Practice and Life, Pensions, and Investment Brokerage, the company offers a wide range of services including retirement planning, college funding, investment advice, estate planning, and tax optimization. With a strong emphasis on cohesive financial planning, the firm helps clients manage their finances effectively, accumulate wealth, and achieve life goals such as homeownership, family protection, and business ventures. Their process involves building long-term client relationships, analyzing financial challenges, and implementing tailored solutions to ensure clients are on track with their objectives.

Known for its expertise and commitment to delivering actionable advice rather than sales-driven recommendations, the company prioritizes transparency and personalized service. From graphical cashflow modeling to pension advice and household budgeting, their offerings cater to diverse financial needs, making them an invaluable resource for those seeking to optimize surplus income or navigate complex financial products. Testimonials highlight the professionalism, knowledge, and client-centric approach of their team, underscoring their dedication to simplifying complex financial topics and fostering confidence in decision-making. Regulated by the Central Bank of Ireland, the company has earned a reputation for reliability and exceptional service in helping clients take control of their financial journeys.

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6. Trust Matters Financial Planning

★ ★ ★ ★ ★ 5,0/5

The Taney Buildings, 3 Eglinton Terrace, D14 T9V0, Dublin 14

Financial planner

Why we chose them

Trust Matters Financial Planning stands out as a premier provider of bespoke financial solutions tailored to meet the unique needs of individuals, families, and business owners. Specializing in areas such as pensions, investments, tax strategies, estate planning, and employee benefits, the company is dedicated to delivering a meticulous 7-star service. With a client base comprised primarily of high-net-worth individuals and professionals, their mission is to provide peace of mind by crafting personalized financial strategies that ensure security for both the present and the future. The company’s collaborative approach, highlighted through its partnership with the Taney Advisory Group (TAG), allows clients to access complementary services, including legal, tax, and mortgage advice, all conveniently available under one roof.

Renowned for its commitment to ethical financial practices, the company prioritizes trust and transparency in every client interaction. Whether it’s guiding retirement planning, optimizing savings and investments, or designing comprehensive employee benefits solutions, their focus remains on delivering outcomes that align with each client’s vision and goals. As a multi-award-winning firm recognized for its excellence, their holistic approach integrates financial expertise with a deep understanding of individual needs, creating a seamless and supportive client experience. With their unwavering dedication to fostering long-term financial well-being, the company has become a trusted name for those seeking to build, protect, and grow their wealth strategically and sustainably.

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7. Bluewater Financial Planning

★ ★ ★ ★ ★ 5,0/5

Suite 17, The Cubes Offices Beacon South Quarter, D18 E932, Dublin

Financial consultant
Investment service

Why we chose them

Bluewater Financial Planning specializes in providing expert financial consultancy and investment services to individuals at every stage of their financial journey. Whether clients are just starting out, raising a family, or approaching retirement, this Dublin-based firm is dedicated to helping them make smart decisions about their money. With a focus on personalized financial planning, wealth building, and retirement strategies, they empower clients to achieve financial security and enjoy a fulfilled life. Their approach ensures that clients can protect their wealth, plan for their future, and make the most of their retirement years.

Known for their client-centric approach, the company offers tailored solutions, including financial planning, retirement advice, and income protection strategies. They aim to simplify complex financial decisions, helping clients maximize their lifetime earnings and achieve their goals. Regulated by the Central Bank of Ireland, the firm emphasizes trust and transparency in its services, making it a reliable partner for anyone seeking to navigate their financial future with confidence. Their commitment to helping clients enjoy life at every stage makes them a standout choice in the financial services sector.

Frequently asked questions

What services do financial consultants in Dublin typically offer?

Financial consultants in Dublin provide a range of services including retirement planning, investment management, tax optimization, debt management, risk assessment, insurance planning, and business financial consultancy such as budgeting and cash flow management.

How much do financial consultants in Dublin charge for their services?

The average cost of financial consultancy in Dublin ranges from €90 to €250 per hour, or a fixed fee between €900 to €4,500 for comprehensive financial plans, depending on the scope and complexity of the services provided.

How long does it typically take to develop a comprehensive financial plan?

The timeline for creating a comprehensive financial plan varies based on individual needs and complexity, but most consultants in Dublin take between 2 to 6 weeks to finalize a complete plan after initial consultations.

What qualifications should I look for in a financial consultant in Dublin?

Look for certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), relevant experience, client testimonials, and specialization in areas that align with your financial goals.

Are financial consultants in Dublin able to help with both personal and business finances?

Yes, many financial consultants in Dublin specialize in both personal and business financial planning, offering services such as investment management, tax planning, and cash flow optimization tailored to your specific needs.

How do I choose the right financial consultant in Dublin for my needs?

To choose the right financial consultant, assess their qualifications, certifications, areas of expertise, client reviews, and fees. It's also important to ensure their approach aligns with your financial goals and preferences.

Can a financial consultant help with reducing taxes in Ireland?

Yes, financial consultants can provide tax planning strategies to help minimize liabilities while ensuring compliance with Irish tax laws. This might include advice on deductions, credits, and structuring investments efficiently.

Is it worth hiring a financial consultant for small businesses in Dublin?

Absolutely. Financial consultants can help small businesses with budgeting, cash flow management, tax optimization, and long-term growth strategies, ensuring your business remains financially healthy and competitive.