Investment Advice

Investment advice can often be biased, depending on the service provider who is trying to sell you the investment. So, the safest way to ensure your needs and interests are being taken care of is to work with an objective financial planner.

With a collective 50 years of experience in global investment, Foundation Stone Financial Planning can give you the knowledgeable, up-to-date and impartial advice and insights that you are looking for, while remaining by your side during your investment journey.

We help you review your existing investment holdings for suitability and will also guide you should you have excess savings that you want to invest.
Any new investments, or adjustments to existing portfolios suggested, will be based of full needs analysis, risk assessment and supported by a statement of suitability.

And if you’re already working with another advisor but would prefer to work with us, we will help you make the agency transition to Foundation Stone Financial Planning.

We are not tied to any single product provider but have access to the majority of the insurance and investment providers in the Irish market.

This is something we are proud of, and this is the very ethos that Foundation Stone Financial Planning has been built on – we offer fair, clear and impartial advice based completely on suitability for your goals and objectives.

See how you are doing in each of these areas. Click each button below and find out now.

Pension and Investments

Is the investment return that you are seeking appropriate for your needs? Are you saving tax efficiently? Are your investments delivering what you need? See how you feel about these and other important questions with our 2-minute quiz.

Estate Planning

Will your assets pass to the important people in your life? Have you thought about a gift while you live? Have you thought about the tax implications of your estate? Use the 2-minute quiz below to see if you are prepared.

Lifestyle Wheel

Use our lifestyle wheel to see what areas of your life could do with an overhaul. Remember life is not a rehearsal.

Financial Planning

Have you planned so that you can live the life you want to? Use this 2-minute test to see how you score against the main areas you can control to ensure you do.