planner@charteredcapital.ie I 067 52110
BUSINESS OWNERS
We help business owners to identify tax efficient wealth extraction strategies, without impeding their business.
PROFESSIONALS & SENIOR EXECUTIVES
We help professionals and senior executives to gain clarity about their financial future.
IRISH EXPATS RETURNING HOME
We help Irish expats to develop a long-term financial plan, tailored to their specific and unique needs.
Our Company
At Chartered Capital, we surround ourselves with the best and brightest, in order to provide you with a premium service. Our people are experts in their fields and we have the depth of resources across all practice areas to provide unrivalled quality of financial service.
Diarmuid Corcoran FCA, CFP®
MANAGING DIRECTOR
Diarmuid is an experienced Chartered Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner. He enjoys working with business owners and company executives, to help them to identify and establish tax efficient financial planning opportunities. He also enjoys helping his clients to protect and grow their wealth over time.
Dr. Noel Kelly
BUSINESS DEVELOPMENT EXECUTIVE
Noel has over 40 years experience working in business development in the engineering and construction sector, operating in the Middle East, Asia, South Africa and Europe. His core objectives include focusing on the key principles of client relationships, people development and growth in shareholder returns.
Caroline Coyle FIPA., LCOI
COMPLIANCE CONSULTANT
Caroline is a licentiate of the Association of Compliance Officers in Ireland and a fellow of the Institute of Incorporated Public Accountants. She has spent 19 years working in the Financial Services Industry, as an accountant and in compliance.
Catherine Power
OFFICE MANAGER
From a banking background, Catherine has a wealth of client service experience. She contributes a range of skills to the team; she is passionate about helping clients and creating long-lasting relationships through excellent service. Catherine holds an honours degree in Business & Law and is presently pursuing a QFA designation so that she can better serve the clients of Chartered Capital.
Naomi Corcoran
EXECUTIVE ADMINISTRATOR
Naomi joins Chartered Capital, bringing a wealth of experience from the Education Sector, where she worked as a Teacher and an Assistant Principal in a prestigious Limerick city school for over 15 years. There, she held many leadership and management positions and brought her expertise to several boards, both local and national. In her role as Executive Assistant, Naomi has quickly become an integral part of our interdisciplinary approach to help achieve better outcomes for our clients.
Our Approach
Using best-in-class financial modelling software, in conjunction with our own experience and expertise, we will work with you to identify and address your financial goals & concerns. We will then propose a recommendation to address your goals and to help you to achieve your desired outcomes. This short clip will give you an idea of what you can expect when you work with Chartered Capital.
Testimonials
"I have known Diarmuid for many years and consider him to be extremely professional and completely trustworthy in all matters financial. He has always provided me with excellent service and advice and has helped me greatly to plan for my retirement. I look forward to working with Diarmuid and his team for many years to come!"
“Chartered Capital has helped me to plan for my future, and has given me the confidence to go ahead and enjoy the rest of my life. They are very professional, attentive, and patient. They have always been there for both me, and my business, when I needed them most!"
"Chartered Capital provide me with high quality financial advice. Diarmuid’s experience as a Chartered Accountant is a great addition to the financial planning service that he and his team provides. I would happily recommend Chartered Capital to everyone who needs financial planning help."
"The professional services provided by Chartered Capital are second to none. I have been very impressed with the quality of service that they provide and the advice they give. I would highly recommend them to anyone looking for a financial adviser in Ireland."
"I was originally referred to Diarmuid by a colleague. Over the years he has given me some great insights and advice in terms of my investment options, planning my imminent return to Ireland, and my future retirement strategy. With his professionalism, knowledge, and experience, I’d have no problem recommending him to a friend or family member."
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Chartered Capital
Delivering the highest quality in everything we do.
Our Values
01
Principled
At its core, this profession is built on trust. Trust in the advice that you receive and trust that we will always act in an ethical manner, for the greater good of both you, our client, and society as a whole.
02
Progressive
Using cutting-edge technology, in conjunction with current investment research, we strive to ensure that our clients reap optimum outcomes.
03
Personable
At Chartered Capital Financial Planning, we understand that behind every life cover there’s life, behind ever retired pension there’s a pensioner, and behind every investment there’s a person aspiring for a better future. We see our role as conduits between you and your future. A better, brighter future.
The Value Of Advice
A 2019 study by Vanguard estimates that the value of using an advisor is around 3% additional net annual gains for the investor. Below we set out a breakdown of the drivers behind that 3%.
A – 0.26% Rebalancing
B – 0.34% Cost Effective Implementation
C – 1.50% Behavioural Coaching
D – 0.93% Spending Strategy (withdrawal order)
Common Points We Address With Our Clients
- How would an exit from my business or profession impact my life?
- How do I optimise my resources to best support my goals and sense of purpose?
- How do I build the right team of professionals to protect and build my wealth?
- How do I positively impact my family’s well-being for generations to come?
- What do I want my “next act” to be?
ESG Investing
ESG stands for environmental, social, and governance. At Chartered Capital we aim to develop an investment portfolio for you that will, without compromising on your investment returns or risk, reflect the best vision of your future. We are optimistic. We believe we can help make a difference towards shaping a better world.
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Contact Us
If you would like to speak with a member of our team, please fill in the contact form below.
Opening hours :
Monday – Thursday : 9am – 5.30pm
Friday : 9am to 5pm
