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About Broker
Opes Financial Planning Ltd. is a leading financial planning business.
We create unique bespoke financial plans for each client and their unique circumstances. We start with your goals in life and then assess whether you are on track to meet these or what steps are needed in order to achieve your objectives.
Our Specialist Expertise
- Personal Financial Planning for Business Owners and Professionals
- Investment Planning and Portfolio Construction
- Retirement Planning & Business Exit Strategies
- Family Wealth Transfer
- Financial Protection for families & business partners
We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.
This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.
Available Services
Life Insurance
Pensions
Savings & Investments
Income Protection
Specified Illness
Wealth
Management
Employer Advice and Benefits
Pension Schemes
Protecting
Your Business
Investment
Management
Retirement Planning
DISCLAIMER
Opes Financial Planning International Limited is regulated by the Central Bank of Ireland.