An introduction

Winners of the MoneyMate & Investor Magazine Award for Best Pension & Investment Advisor An introduction MacCourt Financial Planning Ltd. 46 Lower Leeson St., Dublin 2 Tel 01.6614800 Fax 01.6614878 E-mail: info@maccourt.ie Web: www.maccourt.ie Gervase MacCourt QFA FLIA, Managing Director

Business Profile • >350 individual clients • >€150m funds under management • All clients sourced by personal referrals • Work with accountants / tax consultants / solicitors / other brokers

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

Gervase MacCourt QFA FLIA, Managing Director, 30 years (Caledonian, Coyle Hamilton,MCFP), specialising in Wealth Management, Retirement planning Zoe Giltrap MacCourt QFA LCOI, Director, 18 years (MCFP), specialising in Self Administered Pension Schemes Anne Costello, Administration Manager, 22 years, (Goodbody Stockbrokers, Allied Irish Banks, National Deposit Brokers, MCFP), specialising in Investments, Pensions, Personal Insurance Key Staff – over 70 years experience

Who we are • Independent financial advisors and brokers, established 1991 • Fee or commission based = transparent earnings • Represent wide range of banks, stockbrokers, insurance & investment companies

What we do • Detailed analysis & recording of current financial circumstances & products • Identify requirements / agree targets • Suggest plan of action / strategy • Implement agreed solutions

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

Regulation • Licenced by the Irish Financial Services Regulatory Authority as ‘Section 10’ Authorised Advisors • Member of The Irish Brokers Association (IBA) • Member of The Professional Insurance Brokers Association (PIBA) • MacCourt Trustees Ltd. approved by the Revenue Commissioners as a Pensioneer Trustee since 1995 (to operate Self Administered Pension Schemes)

Security • 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

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

Tools we use • CFAR reporting system • Extensive market research capability • Value enhanced products • Group purchasing power

CFAR reporting system • Unique to and designed by MacCourt Financial Planning • No comparable product in the Irish marketplace • Constantly updated to reflect changes in tax, legislation and the marketplace • Instant initial reporting / analysis – at first meeting – no substantial ‘one off’ report charge

CFAR Modules • Summary of overall assets • Current personal investment portfolio • Sample model portfolios • Pensions audit • Income from all sources • Estate valuation • Life assurance audit • Disability insurance audit • Summary of personal information

Some of the products we review and arrange • Investments • Deposits, Shares, Investment funds • Pensions, • Personal / self employed • Executive / director • Self administered pensions • PRSA’s • Protection • Keyman / partnership insurance • Inheritance tax cover • Critical illness insurance • Permanent health / income continuance cover • Mortgage protection • Personal life assurance

Contact details • Gervase MacCourt, Managing Director • Zoe Giltrap MacCourt, Director • Anne Costello, Administration Manager Tel. 01.6614800 Fax. 01.6614878 E-mail: info@maccourt.ie Web: www.maccourt.ie 46 Lower Leeson Street, Dublin 2

An introduction

An introduction

Presentation Transcript

An Introduction

An introduction

An Introduction

An introduction

An Introduction

An introduction

An Introduction

An Introduction

An Introduction

An Introduction

An introduction

An Introduction

An Introduction

An Introduction

An introduction

An introduction

An introduction…………

An Introduction

An Introduction

An Introduction

An Introduction

An Introduction