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A Vehicle For Success
As a busy business owner or senior professional, you’ve likely prioritised your career but had little spare time to devote to properly managing your finances. Working with an experienced and reliable financial planner can remedy this by providing you with a strategy for lasting prosperity. But there’s much more to it than that.
Having a watertight financial plan can give you the peace of mind of knowing you and your loved ones will be provided for now and in the future. At Chartered Capital, our aim is to go even further and be a trusted friend there for you through all life’s twists and turns.
Adding Real Value
The emotional benefits of effective financial planning can’t be overstated, but getting the right returns on your investments is, of course, just as important. If you’re considering working with a financial planning firm like ours, there’s proof that you’ll be better off as a result.
A study by Vanguard estimated that individuals who used the services of a qualified financial adviser saw around 3% additional net annual gains. The illustration shown here reveals the drivers of those 3% gains:
A – Rebalancing
B – Cost-effective implementation
C – Behavioural coaching
D – Spending strategy (withdrawal order)
Contact us today if you’d like to learn more about what we can do for you.
In Their Own Words
Our Clients Speak
Glowing Feedback
What Clients Say
Not only did Diarmuid help me put together an easily understood investment / retirement plan, but equally importantly for me, he chased up all the loose ends to make sure the plans were executed in a timely manner - not my strong point!
Dr Heather Holloway, Consultant Gastroenterologist
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!
Dermot Graham, Former AIB Head of Business Banking, Limerick, Clare & Tipperary
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!
Liam Butler, Retired Business Owner
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.
Sean Stafford
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.
Killian Coleman
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.
Colm Coyle
