"Putting the Client First"  
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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"
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

Regulation & Security

  • Licensed by the Central Bank of Ireland as "Section 10" Authorised Advisors
  • Member of The Irish Brokers Association
  • 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 90 years experience

Gervase MacCourt
Gervase MacCourt, QFA FLIA
Managing Director
37 years experience (Caledonian, Coyle Hamilton, MCFP) specialising in Wealth Management, Retirement Planning, Estate Planning




Zoe Giltrap
Zoe Giltrap MacCourt, QFA LCOI
Director
26 years experience (MCFP), specialising in Self Administered Pension Schemes

Anne Costello
Anne Costello
Administration Manager
30 years experience, (Goodbody Stockbrokers, Allied Irish Banks, National Deposit Brokers, MCFP), specialising in Investments, PRSA's, Personal Insurances

What We Do

  • Detailed analysis & recording of current financial circumstances & products
  • Identify requirements & agree targets
  • Suggest plan of action / strategy
  • Implement agreed solutions
  • Sister Company-MacCourt Trustees Ltd. approved by the Revenue Commissioners as a Pensioneer Trustee since 1995 (to operate Self Administered Pension Schemes)

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

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










MacCourt Financial Planning is a member of the Irish Brokers Association
 
     Copyright ©2016-2017 MacCourt Financial Planning Ltd.,   info@MacCourt.ie   Legal Info  
Registered in Ireland no 180774. Registered office: 60 Merrion Square, Dublin 2