Do you seek guidance with investing your money or creating long-term financial plans? If so, we think you need the help of a trustworthy financial advisor.
There are numerous consultants available throughout Ireland. Some of the top financial advisors are in Cork, Galway, and nearby cities.
But if you only want to see the best options in Dublin, we’ve got you covered. Let’s go over how we chose them first, though.
How much do financial advisor services in Dublin cost?
Costs for getting help from a financial advisor vary, but some only charge a fee and not a commission. Financial advisors usually charge up to 1% of the assets they’re managing, depending on the situation.
These are some estimates to give you a general idea:
How We Picked the Best Financial Advisors in Dublin
We assessed advisors based on the following criteria:
1. Investwise Financial Planning
| CREDENTIALS | ★★★★☆ (4/5) |
| BOOKING SYSTEM | ★★★★★ (5/5) |
| SERVICES | ★★★★★ (5/5) |
| SCOPE | ★★★★★ (5/5) |
| QUALITY | ★★★★★ (5/5) |
| COMMUNICATION | ★★★★☆ (4/5) |
| ACCESSIBILITY | ★★★★☆ (4/5) |
| HELPFULNESS | ★★★★☆ (4/5) |
Located in the heart of the financial services district in the city, we think Investwise Financial Planning is a convenient option for your next financial advisor in Dublin.
They’re among the few firms that offer fee-based financial planning, pension, and investment advice.
We applaud that they’re transparent about how they charge too. They agree to a fixed fee in advance so clients can have clear expectations about their payments.
But while they offer comprehensive packages, we believe it’s worth noting that they also have some of the more expensive rates in the city.
Still, these services may be worth considering if you’re looking for a full financial plan for a year. We think you might save more with them in the long run.
In addition, they also provide discounts for multiple accounts, group schemes, or group protection. This is ideal for those looking to set up pension, investment, or life insurance products.
Should you want to give them a try, Investwise Financial Planning is open on weekdays. For your convenience, you may reach them either in Dublin or Cork.
Pros
- Easily accessible at the centre of Dublin
- Clear with their pricing structure
- May be more cost-effective for long-term advisory
- Open to provide discounts for some services
Cons
- Costs may be pricier than others
- Unavailable on Saturdays and Sundays
Customer Reviews
Very happy with their services
“David and his colleagues have been looking after my pension investments through several employments including self employment. I have been very happy with their clear, expert advice and guidance and I am confident to recommend their services.” – John Sherwin
Highly recommended
“David has a very straightforward and no-nonsense approach which makes a big difference when making financial decisions. Would highly recommend his services.” – Declan Scully
2. Keenan Financial Planning
| CREDENTIALS | ★★★★★ (5/5) |
| BOOKING SYSTEM | ★★★★★ (5/5) |
| SERVICES | ★★★★★ (5/5) |
| SCOPE | ★★★★★ (5/5) |
| QUALITY | ★★★★★ (5/5) |
| COMMUNICATION | ★★★★☆ (4/5) |
| ACCESSIBILITY | ★★★★☆ (4/5) |
| HELPFULNESS | ★★★★☆ (4/5) |
With more than a decade of experience, we think Keenan Financial Planning has some of the most reliable financial advisors in Dublin.
Their financial advisor has a certificate in general insurance. Also, he has to do at least 15 hours of Continuous Professional Development (CPD) training every year to be up to date on the latest changes to regulations.
This makes us confident in his sustained credibility to provide helpful financial advice.
In our opinion, their fee-based advisory service is quite reasonable too. You’ll only pay for the tailored recommendations you get, with a low risk of getting overcharged.
They have among the widest range of options we’ve seen as well. They give advice about life insurance, mortgage protection, specific illnesses, income protection, retirement, planning, and so on.
Nevertheless, their services start at €350 to €500. This is a tad higher than the average rate of financial advisors in the city.
Still, this firm offers comprehensive packages, which we feel make their rates somewhat justified. Although, we suggest that you look over their options to make sure you need everything on their list.
If interested, note that Keenan Financial Planning is available 5 days a week, except on Saturdays and Sundays.
Pros
- Over 10 years of experience
- Does annual trainings to maintain credibility
- Provides advice for numerous topics
- Offers extensive advisory packages
Cons
- May be more expensive than others
- Closed on weekends
Customer Reviews
Fantastic
“Gavin was a fantastic help to me as I navigate the pros and cons of changing off my tracker mortgage given the current interest rate hikes. He was friendly, direct and spoke in a manner that I felt I could easily understand given my lack of financial knowledge. A big thank you, I would highly recommend Keenan Financial Planning.” – Caoimhe McKenna
Lovely to deal with
“Sound financial advice, and lovely guy to deal with. Great knowing Gavin is just a phone call away from any further information needed.” – Darren Ferguson
3. Trinity Financial Management
| CREDENTIALS | ★★★★☆ (4/5) |
| BOOKING SYSTEM | ★★★★★ (5/5) |
| SERVICES | ★★★★★ (5/5) |
| SCOPE | ★★★★★ (5/5) |
| QUALITY | ★★★★★ (5/5) |
| COMMUNICATION | ★★★★☆ (4/5) |
| ACCESSIBILITY | ★★★★☆ (4/5) |
| HELPFULNESS | ★★★★☆ (4/5) |
Trinity Financial Management has some of the friendliest personal financial advisors in Dublin that we’ve heard of. We like that they’re known for their good customer service.
Despite the fact that their team is a bit small, we believe their credentials and extensive experience show that you aren’t just working with self-proclaimed financial experts.
Their clients include a range of professions like accountants, tax consultants, attorneys, insurance brokers, and others. So, we think this further shows that many people with high-ranking professions trust them.
They respond fairly quickly too, so we don’t find it hard to believe that many trust them for their efficient services.
We also appreciate their free consultations. You may easily reach them by filling out their online form, which may only take a few minutes.
For onsite meetings, their Dublin office has enough parking for a lot of cars. Because of this, we feel there’s no need to visit too early.
We also like their accessibility with their 2 branches. Conveniently, Trinity Financial Management is also available in Cork.
Just keep in mind that they only accept clients with appointments. We strongly advise getting one, so you can be accommodated.
Pros
- Has 2 offices for wider reach
- Caters to a diverse clientele
- Provides free consultations
- Ample parking space
Cons
- Appointments are required
- Has a few people on their team
Customer Reviews
Very helpful
“I found Thomas from Trinity finance to be very helpful financing my first vehicle and now in the process of refinancing. Efficient and excellent communication. Thank you!” – Sarah Cook
Happy with their service
“I had a very positive experience with Trinity Financial Management; practical and open advice. I would definitely use them again in the future.” – David Nelson
4. Highfield Financial Planning
| CREDENTIALS | ★★★★★ (5/5) |
| BOOKING SYSTEM | ★★★★★ (5/5) |
| SERVICES | ★★★★★ (5/5) |
| SCOPE | ★★★★★ (5/5) |
| QUALITY | ★★★★★ (5/5) |
| COMMUNICATION | ★★★★☆ (4/5) |
| ACCESSIBILITY | ★★★★☆ (4/5) |
| HELPFULNESS | ★★★★☆ (4/5) |
For a number of reasons, Highfield Financial Planning is among our top picks for a financial advisor in Dublin.
Their company has more than 27 years of experience in banking and finance, specifically in the areas of lending, wealth management, and treasury. This gives us confidence in their subject-matter expertise.
Moreover, we learned from talking to their clients that they can handle a variety of financial problems. This includes preparing for maternity leave, setting up a family budget, organising a wedding, trading stocks, and other similar activities.
Highfield also had two important services that caught our attention.
First and foremost, we appreciate their graphical cash flow planning app. For us, this allows clients to better visualise how their money will change over time.
Second, we like how easy it is to learn more about money with them. They provide a large number of free webinars to help their clients make smart financial decisions.
To learn more, Highfield Financial Planning gives a free 15-minute consultation over Zoom. We appreciate that this is non-obligatory, removing any needless pressure to move forward.
But if you’re visiting their office, note that there’s plenty of space for bikes to park at their location, but there’s limited space for cars. Their Sundays and Saturdays are also unavailable.
Pros
- Almost 3 decades of experience
- Gives comprehensive and visual advice
- Provides many webinars for free
- Offers free Zoom consults
- Lost of parking for bicycles
Cons
- Limited car parking
- Closed on weekends
Customer Reviews
A pleasure to deal with
“Eoghan gave us so much help and attention with our application for mortgage protection. He was always at hand and made everything very straightforward. It was a pleasure to deal with Highfield Financial Planning.” – Vicky Levis
Highly recommended
“Eoghan Gavigan is a great professional, a real experts about pension plans, highly recommended.” – Angelo Rosati
5. Rockwell Financial Management
| CREDENTIALS | ★★★★☆ (4/5) |
| BOOKING SYSTEM | ★★★★★ (5/5) |
| SERVICES | ★★★★★ (5/5) |
| SCOPE | ★★★★★ (5/5) |
| QUALITY | ★★★★★ (5/5) |
| COMMUNICATION | ★★★★☆ (4/5) |
| ACCESSIBILITY | ★★★★☆ (4/5) |
| HELPFULNESS | ★★★★☆ (4/5) |
Another firm we suggest for an excellent financial advisor in Ireland is Rockwell Financial Management.
We like that they work with a wide range of experts, such as business owners and executives from international companies. Moreover, they told us they’ve been managing over €78 million worth of client assets!
This reassures us that many people trust them with managing their wealth, investments, mortgages, estate planning, and other financial decisions.
We also appreciate the fact that they have more than 20 people on their team. This is more than most financial advisory firms in the city, so we feel confident that they can assist many people simultaneously.
Their Dublin location is only a 4-minute walk from St. Patrick’s Cathedral, so it’s best to remember this landmark if you’re visiting them for the first time.
Given their 2 locations, we believe this firm would be easily accessible to more Dublin residents. Nevertheless, remember that they work only a couple of hours on Fridays and are closed on weekends.
Also, we noticed that the parking outside their Dublin office may be inadequate. This may easily get full during peak hours.
Pros
- Caters to many local and international clients
- Has a big team of advisors
- With 2 offices in Dublin
- One location is near a popular landmark
Cons
- Has limited parking space
- Unavailable on Saturdays and Sundays
Customer Reviews
Highly recommended
“Used Rockwell for personal and professional financial advice and management. Very happy with the services provided by Myra and I highly recommend Rockwell for financial advice.” – Matthew Lister
Very considerate
“Thank you, Brian Forde, for being such an approachable financial advisor! You were understanding, compassionate, kind and helpful to my situation. Thank you for rescheduling the meeting to accommodate my request. I really appreciate you taking the time to help and better understand my unique situation and for getting the ball rolling in achieving financial security and a retirement plan for me. Much appreciated!” – Harry Guinane
6. Greenway Financial Advisors
| CREDENTIALS | ★★★★☆ (4/5) |
| BOOKING SYSTEM | ★★★★★ (5/5) |
| SERVICES | ★★★★★ (5/5) |
| SCOPE | ★★★★★ (5/5) |
| QUALITY | ★★★★★ (5/5) |
| COMMUNICATION | ★★★★☆ (4/5) |
| ACCESSIBILITY | ★★★★☆ (4/5) |
| HELPFULNESS | ★★★★☆ (4/5) |
At Greenway Financial Advisors, our journey towards financial enlightenment found its perfect navigator. From the moment we engaged their services, we realized we were in capable hands.
Greenway Financial Advisors offered us a level of convenience that is nothing short of exceptional. Their streamlined processes and user-friendly platforms made managing our finances effortless.
The quality of advising provided by Greenway Financial Advisors exceeded our expectations. Their team displayed an unparalleled depth of knowledge and an ability to tailor solutions to our unique financial goals.
When it comes to cost, Greenway Financial Advisors offers a compelling value proposition. Their fees are not only competitive but are justified by the expertise and peace of mind they bring to the table.
Navigating the labyrinth of investments, taxes, and retirement planning was once a daunting task. However, Greenway Financial Advisors transformed it into an enlightening experience.
Their personalized approach and attention to detail set a benchmark in financial advising.
Our financial advisor at Greenway was not just a consultant; they became a trusted confidant in our fiscal journey.
Their guidance was invaluable in helping us navigate the complexities of our investments, ensuring they aligned seamlessly with our long-term objectives.
We appreciated the transparency that Greenway Financial Advisors consistently demonstrated.
They meticulously explained the rationale behind their recommendations, empowering us to make informed decisions about our financial future.
However, they don’t offer promos yet. We suggest checking their website for other affordable deals.
Pros
- Expertise
- Convenience
- Personalized guidance
- Competitive pricing
Cons
- No promos yet
Customer Reviews
“Greenway Financial Advisors transformed my financial journey. Their expertise and guidance have been invaluable.”
“I appreciate the convenience and transparency Greenway offers. They’ve made managing my finances a breeze!”
FAQs About Financial Advisors in Dublin
And you’re all set! We hope you enjoyed reading about the top financial advisors in Dublin. May you find the best advice for your future financial decision-making!
If you want to find more finance-related services, start with our review of the best financial advisors in Ireland (Financial advisors) to learn more!