Portrait picture of Paddy Gogarty
Portrait picture of Paddy Gogarty
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Helping to
manage your financial
future

GOGARTY FINANCIAL LIMITED (GFL) provides high quality financial advice, tailored to meet your financial needs. With so many uncertainties in life, we can help to guide you on a path to a secure financial future. Our principal Paddy Gogarty has forty years of experience in the financial services sector. This wealth of knowledge will help shape your financial future.

We offer a range of financial planning options designed to offer you peace of mind.

PENSION PLANNING:
Whether you’re starting your first pension or reviewing the performance of your current pension plan, GFL can provide a comprehensive road map for your future, from those first steps through to assessing your options as you near retirement.

INVESTMENTS:
Making your money work for you is our mission. At GFL we can advise you on a range of investment options that best suit your objectives. We advise you on medium- to longer-term plans, such as investing for your children's or grandchildren’s education. We can also advise you on lump-sum investments, such as inheritance or pension tax-free lump-sums.

INHERITANCE TAX ADVICE:
We offer comprehensive advice on inheritance tax liability and planning. With the current inheritance tax rate at 33% and individual exemption levels being reduced, we provide our clients with tailored advice on how to reduce these liabilities for themselves and their families.

LIFE ASSURANCE:
Life’s journey can’t always be predicted, for that reason we offer a comprehensive range of life assurance products that can ease the effects of the unplanned. The products we offer provide cover in the event of you losing a lifeline, such as your income, your ability to fulfil your mortgage obligations or the unthinkable loss of a loved one.

AVIVA  ZURICH  DOLMEN CANTOR-FITZGERALD  NEW IRELAND  IRISH LIFE  FRIENDS FIRST  DAVY STOCKBROKERS
THREE SIMPLE STEPS
Our simple three-step consultation process has been designed to demystify the financial planning process and offer you, as a client, a clear and solid plan for you and your family's future.

Bullet point 1

We believe that personal financial planning requires personal service. The first step in developing this relationship is a face-to-face meeting, where we discuss your current financial plan and your hopes for the future. We will complete a full financial review with you, and also measure your individual tolerance for investment risk.

Bullet point 2

Once we have carefully analysed the information, we will present options to you with product solutions that are best suited to your needs.

Bullet point 3

When you have had time to consider the options presented in step two, we will work with you in drawing up a detailed plan to help meet your objectives.

We apply no charges for work in the stage of investigation and analysis. Any fees or commissions will always be clearly communicated and agreed upon in advance. In the area of administration, we try to make the process as seamless and stress-free as possible.

PLAN REVIEW As a client of GFL, you will receive regular updates on the progress of your investments, measured against your objectives. Where appropriate, we will recommend changes to the strategy.

OUR PARTNERS We have chosen our partners from the leading industry product providers and will work closely with them to ensure your money is working effectively for you.
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