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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.
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®
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
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.
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 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.
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.
Delivering the highest quality in everything we do.
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.
Using cutting-edge technology, in conjunction with current investment research, we strive to ensure that our clients reap optimum outcomes.
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 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.
The MSCI World index increased by over 8486% between 1970 and 2020, despite the constant flow of ‘bad news’. While past performance …
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