About Us
MacCourt Financial Planning, established in 1991, is a firm of independent financial consultants and is regulated by the Central Bank of Ireland as an Authorised Advisor.
We operate on either a fee or a commission basis (transparent earnings). We represent a wide range of banks, stockbrokers, insurance & investment companies.
Our philosophy is based on "Putting the Client First"
MacCourt Financial Planning has more than 350 individual clients and advises on over €150m in funds.
Typical client profile:
- Self employed / Owner director
- Requires an independent assessment of existing arrangements
- Requires a documented and targeted wealth management / retirement plan
- Has financial plans / products already in place but may not have a comprehensive overall strategy
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Regulation & Security
- Licensed by the Central Bank of Ireland as "Section 10" Authorised Advisors
- Member of The Irish Brokers Association
- Member of PIBA (Professional Insurance Brokers Association)
- MacCourt Trustees Ltd. approved by the Revenue Commissioners as a Pensioneer Trustee since 1995 (to operate Self Administered Pension Schemes)
- Non cash handlers - cheques payable directly to bank / insurer - no access to client funds
- Bonded by the Irish Brokers Association Compensation Fund
- Member of The Investor Compensation Company
Key Staff - over 70 years experience
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Gervase MacCourt, QFA FLIA
Managing Director
30 years experience (Caledonian, Coyle Hamilton, MCFP) specialising in Wealth Management, Retirement Planning, Estate Planning
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Zoe Giltrap MacCourt, QFA LCOI
Director
18 years experience (MCFP), specialising in Self Administered Pension Schemes
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Anne Costello
Administration Manager
22 years experience, (Goodbody Stockbrokers, Allied Irish Banks, National Deposit Brokers, MCFP), specialising in Investments, PRSA's, Personal Insurances
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What We Do
- Detailed analysis & recording of current financial circumstances & products
- Identify requirements & agree targets
- Suggest plan of action / strategy
- Implement agreed solutions
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What To Expect
- Professional and independent advice
- Prompt responses
- Detailed fact-find / recording of existing financial circumstances
- Evaluation and agreement of financial goals / priorities
- A realistic look at adequacy of existing arrangements
- Written review and report / recommendations
- Ongoing regular reviews against targets
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Fee based advice
- Fees usually paid by commissions earned - most clients in surplus
- Transparent fee agreement
- Fee based advice allows enhanced value for money - access to ‘wholesale’ pricing structures
- Quarterly statements of time spent and commissions earned
- Detailed statements of activity – most transparent and comprehensive in Irish marketplace
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Winners of the MoneyMate and Investor Magazine 2006 Award for Best Pension and Investment Advisor
