About Us

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About Us

MacCourt Financial Planning, established in 1991, is a firm of financial consultants and is regulated by the Central Bank of Ireland as an Authorised Advisor.

We operate on a fee basis (transparent earnings). We place business with wide range of banks, stockbrokers, insurance & investment companies. Our philosophy is based on “Putting the Client First”.

LEADERSHIP TEAM

Gervase MacCourt

Gervase MacCourt QFA FLIA PTP

Managing Director

44 years experience (Caledonian, Coyle Hamilton, MCFP) specialising in Wealth Management, Retirement Planning, Estate Planning
Zoe Giltrap MacCourt

Zoe Giltrap MacCourt QFA PTP LCI

Compliance Director

32 years experience (MCFP), specialising in Self Administered Pension Schemes, Compliance and Regulation
Feargal MacCourt

Feargal MacCourt CFP® QFA PTP SIA

Consultant

Joined MCFP in 2018 from a background in Corporate Services and Client Relationship Management. Feargal holds a Postgraduate Diploma in Financial Planning, is a Qualified Financial Advisor (QFA) and holds Pension Trustee Practitioner (PTP), Specialist Investment Advisor (SIA), Retirement Planning Advisor (RPA), and Financial Planning Risk Advisor (FPRA) designations.

WHAT WE DO

  • We only accept clients by referral
  • Collect information
  • Analyse information provided
  • Report and recommend
  • Implement agreed solutions
  • Monitor progress
  • 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 fee-based advice

  • Efficient service level

  • Transparency of costs

  • Regular reporting

REGULATION & SECURITY

  • Regulated by the Central Bank of Ireland as Authorised Advisors
  • Member of Brokers Ireland
  • Non cash handlers – cheques payable directly to bank / insurer – no access to client funds
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TYPICAL CLIENT PROFILE

  • High net worth, requires a structured financial plan, needs an objective advisor – not a salesman
  • Self employed / Owner director
  • Requires an 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

FEE BASED ADVICE

  • Transparent fee agreement, commission earned is credited to client fee account
  • Access to ‘wholesale’ pricing structures
  • Quarterly statements of time spent and commissions earned
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