WealthPlan

WealthPlan serves clients in Drogheda from its office at Bryanstown Centre in Bryanstown Manor. If you live outside the town, you can ask whether it also works with clients from your area. It is also worth asking whether meetings can take place in person, by phone or by video.

Fees depend mainly on how the advice is charged: by the hour, as a fixed fee or as a share of your assets. The complexity of your situation and whether you need one-off or ongoing advice also matter. The Financial Advisor price guide gives typical prices in Ireland, so you can compare any quote with it.

Financial advice in Ireland is overseen by the Central Bank, so you can check the Central Bank register for the firm before you engage it. Ask WealthPlan for its exact registered name and look it up yourself. You can also ask the advisor about their qualifications and experience.

A first consultation usually covers your circumstances, your goals and any policies or products you already hold. Ask whether there is a charge for it, how long it will take and what you will receive in writing afterwards. You can also ask how the advisor would be paid if you went ahead.

Bring recent statements for your income, savings, pensions, investments and loans, plus any policy documents you already hold. Write down your goals and the time frame you have in mind. You can ask the advisor beforehand what else they would like to see, so the meeting is used well.

You can phone WealthPlan, send an enquiry through its website or contact it through its Locufy page to ask for a quote. Say what you want advice on, roughly when you would like to start and whether you expect one-off or ongoing help. Mention any existing policies so the quote reflects the work.

Compare WealthPlan with other financial advisors in Drogheda on Locufy by looking at the services each offers and how each charges for its advice. Check what each quote includes and the experience each one shows. Give every firm the same details, so you are comparing like with like.