Ready to start a conversation?
We’re here to listen.

Schedule a complimentary call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. This is an informal, no obligation chat; to see if we can help you.
Understanding your situation

The next step is an in-person (or virtual) meeting at our office. It is important that you work with a financial planner you like and trust. We will listen to you and carefully consider your position and what you want to achieve. During this 1-hour meeting, we’ll get clarity on your financial goals and objectives.
Review of your initial financial plan

We will review our findings and recommendations in your dedicated report. In plain English, we will explain exactly what you can do to improve your retirement plan, lower your taxes, and optimize your investments. We will listen to any outstanding questions you may have and refine the financial plan based on your needs.
Action

Think about it! We are looking for long-term relationships, not a quick transaction. If you think we are a good fit, we will work with you to start making the changes we recommended. This only happens, when you’re ready.
Review

Your situation will change over time and it is important that your financial plan is regularly adjusted. We usually review your plan and meet you at least once a year, based on what you prefer.

Still have questions? Keep reading

Can you meet virtually?

Yes, we work with business owners all over Ireland. We are equipped to meet clients & potential clients virtually

What sets us apart?

We’re know we’re different to most financial advisors - and we’re proud of it. We are one of the few fee-only financial planning specialists in Ireland, dedicated to building financial plans that reflects the life you want to live.

What will your financial life plan contain?

Through our personal, engaging process, we’ll help bring clarity and confidence to your financial future. Your Financial Life Plan contains a detailed analysis of your current situation and what you can do to improve it It’s modern approach to summarizing your financial life priorities, investment portfolios, and goal-based action plan in one place.

Where are my assets held?

Saol Capital does not hold any client assets. Your assets are held safely in a nominee account as set out by the ‘Central Bank Client Asset Regulation’. This regulation outlines how client’s assets are to kept and segregated for their protection. Here is the Central Bank full legislation outlining how your funds are protected.