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Savvy Advice
Taking Care of You, All Ways
In business and in life, time is precious, so having a financial planner with the wisdom and experience to address multiple challenges efficiently is invaluable. Our goal is to provide comprehensive support that allows you to focus on what really matters.
To us, financial planning isn’t just about the numbers on the balance sheet. It’s about eliminating fear and uncertainty, empowering you to capitalise on your life’s greatest achievements.
Ways We Help You
Selling the business you’ve worked so hard to build will be an emotional moment in your life, so let us provide the reassurance you need. With our help, you’ll understand exactly what you need from the sale to enjoy a comfortable life, meaning you may be able to exit sooner than you envisaged.
As a business owner, your enterprise is your legacy, and we can help you to protect it. All it takes is one phone call or message, and you can get the expert support you need to put the necessary safeguards in place. You’ll rest easier knowing future generations will benefit from your efforts.
Retirement is a time for you to enjoy what you may have had to put on the back burner all these years. With the financial plan you’ll create with our specialist guidance, you’ll decide what you truly want from your next chapter. Then you’ll take the necessary steps to make those dreams a reality.
How It Works
01
Establish
The first step will be to understand what your key financial concerns are, and to do this, you’ll be asked to complete a short, user-friendly online questionnaire.
02
Gather
Once you’ve shared your financial priorities with us, we’ll look into your current position and gather information about the assets you hold.
03
Analyse
Then it’ll be time for us to evaluate the strengths and weaknesses of your current financial circumstances, and how these align with your areas of concern.
04
Develop
With the in-depth understanding we’ll now have of your finances, our experts will prepare and present your Chartered Capital LifeMap™, a comprehensive financial plan that’s personal to you.
05
Implement
If you agree with the recommendations in your LifeMap™, we’ll put them into action on your behalf, liaising with all the necessary providers.
06
Review
Your plan will be designed to grow and change with you as you go through life, so together we’ll review it regularly to identify any changes needed.
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
